Position in ADSK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,023,229
-$1,363,244 QoQ
Shares Held
25,837
-3.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#339
of 1,188 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Apriem Advisors holds $7,152,417 across 3 Software - Application names. ADSK ranks #1 (70.2% of the industry book) .
All Filings in ADSK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,023,229 | 25,837 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,386,473 | 26,677 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,183,492 | 27,646 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,914,773 | 28,063 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,120,551 | 29,462 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,609,892 | 36,707 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,587,144 | 42,586 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,495,497 | 45,359 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,553,935 | 46,692 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,073,318 | 42,521 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,519,309 | 43,204 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||