Position in ADSK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,582,284
+$4,377,446 QoQ
Shares Held
23,569
+3305.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#23
of 171 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,211,096 across 10 Software - Application names. ADSK ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
72,567 | $11,368,345 | |
| 2 | ADP |
Automatic Data Processing Inc
|
31,435 | $7,039,868 | |
| 3 | ADBE |
Adobe Inc.
|
32,999 | $6,765,454 | |
| 4 | ADSK |
Autodesk, Inc.
This page
|
23,569 | $4,582,284 | |
| 5 | PAYX |
Paychex Inc
|
44,471 | $4,372,833 | |
| 6 | TEAM |
Atlassian Corp
|
55,062 | $4,283,272 | |
| 7 | ZM |
Zoom Communications, Inc.
|
41,105 | $3,547,772 | |
| 8 | NOW |
ServiceNow, Inc.
|
31,414 | $3,118,781 |
All Filings in ADSK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,582,284 | 23,569 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $204,838 | 692 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $202,673 | 638 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $252,298 | 815 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $209,439 | 800 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $231,135 | 782 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $235,259 | 854 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $203,127 | 780 | Shares | Other | 2024-04-17 | |
| 2021-12-31 | $217,359 | 773 | Shares | Other | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||