Position in ADSK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$563,818
-$160,367 QoQ
Shares Held
2,900
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#657
of 1,188 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. ADSK ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
This page
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
|
6,046 | $525,578 |
All Filings in ADSK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,818 | 2,900 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $724,185 | 3,025 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,294,747 | 4,374 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,379,640 | 4,343 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,375,729 | 4,444 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $969,765 | 3,281 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,107,980 | 4,022 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,039,290 | 4,200 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,766,428 | 6,783 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,542,445 | 6,335 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,403,470 | 6,783 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,198,329 | 10,744 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,894,672 | 9,102 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,674,355 | 8,960 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,065,880 | 5,706 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $978,452 | 5,690 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,246,873 | 5,817 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,022,688 | 3,637 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,478,036 | 5,183 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,324,350 | 4,537 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,357,480 | 4,898 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,837,229 | 6,017 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,306,823 | 5,657 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,458,580 | 6,098 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,189,013 | 7,617 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||