Position in ADSK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$709,049
-$223,174 QoQ
Shares Held
3,647
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#617
of 1,193 holders
Holding Since
Jun 2020
25 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, 2026Joel Isaacson & Co., LLC holds $5,480,599 across 10 Software - Application names. ADSK ranks #5 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,780 | $1,138,684 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,347 | $973,510 | |
| 3 | CRM |
Salesforce, Inc.
|
5,290 | $828,731 | |
| 4 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $726,810 | |
| 5 | ADSK |
Autodesk, Inc.
This page
|
3,647 | $709,049 | |
| 6 | SAP |
Sap SE
|
1,733 | $267,072 | |
| 7 | SHOP |
Shopify Inc.
|
2,226 | $254,164 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,445 | $242,739 |
All Filings in ADSK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,049 | 3,647 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $932,223 | 3,894 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,094,348 | 3,697 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,177,285 | 3,706 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,333,008 | 4,306 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $708,430 | 2,706 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $785,033 | 2,656 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $731,674 | 2,656 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $657,227 | 2,656 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $660,685 | 2,537 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $617,708 | 2,537 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $530,517 | 2,564 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $524,620 | 2,564 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $533,722 | 2,564 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $479,134 | 2,564 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $486,240 | 2,603 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $450,363 | 2,619 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $557,953 | 2,603 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $731,937 | 2,603 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $742,297 | 2,603 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $757,188 | 2,594 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $718,927 | 2,594 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $303,202 | 993 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $220,383 | 954 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $228,187 | 954 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||