Keel Point, LLC

Position in ADSK — Autodesk, Inc.

CIK 1386935 HUNTSVILLE, AL

Position in ADSK

as of Mar 31, 2026 · filed Jun 1, 2026 Compact

Position Value

$414,162

-$526,557 QoQ

Shares Held

1,730

-45.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 14.16184971098266.ToString("F0")% Shared 0.ToString("F0")% None 85.83815028901735.ToString("F0")%

Technology · as of Mar 31, 2026

Keel Point, LLC holds $10,031,008 across 11 Software - Application names. ADSK ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	8,847	$3,130,599
2	ADP	Automatic Data Processing Inc	13,405	$2,723,627
3	UBER	Uber Technologies, Inc	14,452	$1,039,532
4	CRM	Salesforce, Inc.	5,065	$945,483
5	ADSK	Autodesk, Inc. This page	1,730	$414,162
6	NOW	ServiceNow, Inc.	3,634	$379,934
7	SHOP	Shopify Inc.	2,957	$350,759
8	INTU	Intuit Inc.	755	$326,446

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$414,162	1,730	-45.6%	Shares	Sole	2026-06-01
2025-12-31	$940,719	3,178	+10.8%	Shares	Sole	2026-02-12
2025-09-30	$911,395	2,869	-8.2%	Shares	Sole	2025-12-16
2025-06-30	$967,715	3,126	+15.8%	Shares	Sole	2025-08-15
2025-03-31	$706,598	2,699	+8.0%	Shares	Sole	2025-05-15
2024-12-31	$738,629	2,499	+9.3%	Shares	Sole	2025-02-14
2024-09-30	$630,022	2,287	-19.8%	Shares	Sole	2024-11-14
2024-06-30	$705,479	2,851	+31.8%	Shares	Sole	2024-08-14
2024-03-31	$563,288	2,163	+65.4%	Shares	Sole	2024-04-16
2023-12-31	$318,471	1,308	+7.6%	Shares	Sole	2024-01-30
2023-09-30	$251,602	1,216	+7.0%	Shares	Sole	2023-10-26
2023-06-30	$232,436	1,136	-5.8%	Shares	Sole	2023-07-12
2023-03-31	$251,040	1,206	—	Shares	Sole	2023-04-03
No filing history on record for this holder in this stock.