Position in ADSK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,820,544
-$1,169,883 QoQ
Shares Held
40,225
+7.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#273
of 1,186 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Atria Investments, Inc holds $100,030,242 across 47 Software - Application names. ADSK ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
111,018 | $12,676,035 | |
| 2 | ADP |
Automatic Data Processing Inc
|
43,886 | $9,828,269 | |
| 3 | UBER |
Uber Technologies, Inc
|
120,319 | $8,682,219 | |
| 4 | ADSK |
Autodesk, Inc.
This page
|
40,225 | $7,820,544 | |
| 5 | CRM |
Salesforce, Inc.
|
48,464 | $7,592,370 | |
| 6 | NOW |
ServiceNow, Inc.
|
68,202 | $6,771,094 | |
| 7 | PAYX |
Paychex Inc
|
58,073 | $5,710,318 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
12,809 | $4,807,473 |
All Filings in ADSK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,820,544 | 40,225 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,990,427 | 37,554 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,355,535 | 38,362 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,128,665 | 41,328 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,875,325 | 41,591 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,832,684 | 37,558 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,886,729 | 36,833 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,386,422 | 37,703 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $12,008,006 | 48,527 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,377,045 | 66,727 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $16,180,706 | 66,456 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,607,026 | 60,930 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,912,323 | 63,107 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,784,562 | 61,417 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,605,059 | 56,751 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,721,199 | 57,394 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,033,058 | 52,530 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,030,079 | 46,793 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,829,856 | 45,627 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $13,922,284 | 48,821 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $13,152,722 | 45,059 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,063,230 | 43,526 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,030,079 | 42,674 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,890,462 | 42,814 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $9,088,502 | 37,997 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $5,852,657 | 37,493 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||