Position in ADSK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,752,415
-$59,863,322 QoQ
Shares Held
82,508
-69.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.8106365443351.ToString("F0")%
Shared 0.ToString("F0")%
None 22.189363455664903.ToString("F0")%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $541,090,934 across 82 Software - Application names. ADSK ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
486,903 | $98,928,951 | |
| 2 | CRM |
Salesforce, Inc.
|
327,636 | $61,159,812 | |
| 3 | FICO |
Fair Isaac Corp
|
56,812 | $60,649,082 | |
| 4 | INTU |
Intuit Inc.
|
93,238 | $40,314,246 | |
| 5 | MANH |
Manhattan Associates Inc
|
267,195 | $35,568,998 | |
| 6 | ADBE |
Adobe Inc.
|
102,493 | $24,913,998 | |
| 7 | ADSK |
Autodesk, Inc.
This page
|
82,508 | $19,752,415 | |
| 8 | NOW |
ServiceNow, Inc.
|
182,240 | $19,053,192 |
All Filings in ADSK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,752,415 | 82,508 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,615,737 | 268,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,772,755 | 263,710 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $77,687,210 | 250,952 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $62,830,429 | 239,994 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $66,915,570 | 226,395 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $59,483,569 | 215,927 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,735,801 | 213,117 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $97,054,888 | 372,686 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,875,389 | 208,951 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $41,868,652 | 202,352 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $37,111,957 | 181,379 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $34,303,310 | 164,793 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,681,525 | 19,701 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,098,698 | 11,235 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,857,855 | 10,804 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,587,476 | 7,406 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,661,551 | 5,909 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,616,343 | 5,668 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,716,372 | 5,880 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,793,991 | 6,473 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,682,728 | 5,511 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,263,393 | 5,469 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,149,786 | 4,807 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $701,669 | 4,495 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||