Position in ADSK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$233,498
-$54,020 QoQ
Shares Held
1,201
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#184
of 315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $2,086,368 across 13 Software - Application names. ADSK ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,025 | $1,125,348 | |
| 2 | ADSK |
Autodesk, Inc.
This page
|
1,201 | $233,498 | |
| 3 | INTU |
Intuit Inc.
|
676 | $176,436 | |
| 4 | PAYX |
Paychex Inc
|
1,721 | $169,225 | |
| 5 | ADBE |
Adobe Inc.
|
695 | $142,488 | |
| 6 | CRM |
Salesforce, Inc.
|
886 | $138,799 | |
| 7 | ASUR |
Asure Software Inc
|
5,000 | $39,700 | |
| 8 | NOW |
ServiceNow, Inc.
|
205 | $20,352 |
All Filings in ADSK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,498 | 1,201 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $287,518 | 1,201 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $366,460 | 1,238 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $324,022 | 1,020 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $307,403 | 993 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $332,747 | 1,271 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $375,668 | 1,271 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $350,134 | 1,271 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $299,166 | 1,209 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $301,825 | 1,159 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $282,923 | 1,162 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $240,429 | 1,162 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $245,326 | 1,199 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $249,583 | 1,199 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $224,056 | 1,199 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $217,061 | 1,162 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $199,817 | 1,162 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $249,074 | 1,162 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $326,742 | 1,162 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $413,211 | 1,449 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $422,963 | 1,449 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $401,589 | 1,449 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $442,437 | 1,449 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $334,733 | 1,449 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $346,585 | 1,449 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $226,188 | 1,449 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||