MCDONALD PARTNERS LLC

Position in ADSK — Autodesk, Inc.

CIK 1331074 Cleveland, OH

Position in ADSK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$75,629

-$435,355 QoQ

Shares Held

389

-81.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#945

of 1,188 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $2,173,158 across 16 Software - Application names. ADSK ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	7,824	$1,604,076
2	ADP	Automatic Data Processing Inc	752	$168,410
3	SHOP	Shopify Inc.	1,306	$149,119
4	ADSK	Autodesk, Inc. This page	389	$75,629
5	CRM	Salesforce, Inc.	433	$67,833
6	NOW	ServiceNow, Inc.	335	$33,258
7	PAYX	Paychex Inc	290	$28,515
8	SOUN	Soundhound Ai, Inc.	2,801	$18,122

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,629	389	-81.2%	Shares	Sole	2026-07-28
2024-06-30	$510,984	2,065	0.0%	Shares	Sole	2024-07-17
2024-03-31	$537,767	2,065	0.0%	Shares	Sole	2024-04-15
2023-12-31	$502,786	2,065	0.0%	Shares	Sole	2024-02-12
2023-09-30	$427,269	2,065	-5.4%	Shares	Sole	2023-10-30
2023-06-30	$446,663	2,183	-0.5%	Shares	Sole	2023-07-17
2023-03-31	$456,494	2,193	0.0%	Shares	Sole	2023-04-19
2022-12-31	$409,805	2,193	0.0%	Shares	Sole	2023-01-18
2022-09-30	$409,652	2,193	-6.4%	Shares	Sole	2022-10-21
2022-06-30	$402,902	2,343	0.0%	Shares	Sole	2022-07-25
2022-03-31	$502,222	2,343	-9.5%	Shares	Sole	2022-04-29
2020-12-31	$790,830	2,590	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.