Position in ADSK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,081,752
-$156,664 QoQ
Shares Held
5,564
+7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#534
of 1,188 holders
Holding Since
Dec 2023
11 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, 2026GeoWealth Management, LLC holds $14,034,724 across 14 Software - Application names. ADSK ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
22,374 | $3,505,110 | |
| 2 | SAP |
Sap SE
|
13,715 | $2,113,618 | |
| 3 | INTU |
Intuit Inc.
|
7,170 | $1,871,370 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,361 | $1,613,569 | |
| 5 | ADSK |
Autodesk, Inc.
This page
|
5,564 | $1,081,752 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,879 | $1,080,067 | |
| 7 | ADBE |
Adobe Inc.
|
2,524 | $517,470 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,341 | $503,304 |
All Filings in ADSK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,752 | 5,564 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,238,416 | 5,173 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,631,015 | 5,510 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,760,844 | 5,543 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,029,939 | 3,327 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $888,811 | 3,395 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,021,489 | 3,456 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $823,409 | 2,989 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $717,110 | 2,898 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $618,497 | 2,375 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $252,975 | 1,039 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||