Position in ADSK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$607,357
-$152,796 QoQ
Shares Held
2,537
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HBK Sorce Advisory LLC holds $9,063,102 across 14 Software - Application names. ADSK ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,824 | $1,273,836 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,224 | $1,264,592 | |
| 3 | INTU |
Intuit Inc.
|
2,762 | $1,194,233 | |
| 4 | PAYX |
Paychex Inc
|
11,058 | $1,018,662 | |
| 5 | UBER |
Uber Technologies, Inc
|
13,992 | $1,006,444 | |
| 6 | ADSK |
Autodesk, Inc.
This page
|
2,537 | $607,357 | |
| 7 | SHOP |
Shopify Inc.
|
4,858 | $576,255 | |
| 8 | ADBE |
Adobe Inc.
|
2,249 | $546,686 |
All Filings in ADSK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $607,357 | 2,537 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $760,153 | 2,568 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $826,577 | 2,602 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $833,052 | 2,691 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $691,413 | 2,641 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $802,472 | 2,715 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $731,399 | 2,655 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $726,265 | 2,935 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $711,727 | 2,733 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $668,109 | 2,744 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $581,624 | 2,811 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $591,118 | 2,889 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $607,827 | 2,920 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $796,439 | 4,262 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $488,855 | 2,617 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $313,655 | 1,824 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $461,281 | 2,152 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $627,053 | 2,230 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $639,636 | 2,243 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $612,114 | 2,097 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $595,872 | 2,150 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $579,229 | 1,897 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $333,116 | 1,442 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $310,468 | 1,298 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||