Position in ADSK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,087,779
-$134,962 QoQ
Shares Held
5,595
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#531
of 1,188 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $22,173,329 across 16 Software - Application names. ADSK ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
27,844 | $6,235,663 | |
| 2 | NOW |
ServiceNow, Inc.
|
34,708 | $3,445,810 | |
| 3 | CRM |
Salesforce, Inc.
|
17,415 | $2,728,233 | |
| 4 | WDAY |
Workday, Inc.
|
20,540 | $2,514,506 | |
| 5 | UBER |
Uber Technologies, Inc
|
17,046 | $1,230,038 | |
| 6 | ROP |
Roper Technologies Inc
|
3,265 | $1,104,842 | |
| 7 | ADSK |
Autodesk, Inc.
This page
|
5,595 | $1,087,779 | |
| 8 | INTU |
Intuit Inc.
|
4,064 | $1,060,704 |
All Filings in ADSK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,779 | 5,595 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,222,741 | 5,598 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,003,990 | 5,623 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,018,767 | 3,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $232,177 | 750 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $211,332 | 715 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||