Position in ADSK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$891,804
-$89,736 QoQ
Shares Held
4,587
+11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#575
of 1,193 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, 2026Avior Wealth Management, LLC holds $13,021,409 across 13 Software - Application names. ADSK ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,214 | $4,302,975 | |
| 2 | CRM |
Salesforce, Inc.
|
18,465 | $2,892,726 | |
| 3 | SHOP |
Shopify Inc.
|
12,476 | $1,424,509 | |
| 4 | ADSK |
Autodesk, Inc.
This page
|
4,587 | $891,804 | |
| 5 | MSTR |
Strategy Inc
|
8,764 | $761,854 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,503 | $757,896 | |
| 7 | DT |
Dynatrace, Inc.
|
9,517 | $417,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 |
All Filings in ADSK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,804 | 4,587 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $981,540 | 4,100 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,406,343 | 4,751 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,414,902 | 4,454 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,376,967 | 4,448 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $829,906 | 3,170 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,320,310 | 4,467 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $1,323,130 | 4,803 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $1,184,295 | 4,786 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,341,683 | 5,152 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $1,241,260 | 5,098 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $1,054,826 | 5,098 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $1,043,101 | 5,098 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $1,062,448 | 5,104 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $958,829 | 5,131 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $958,470 | 5,131 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $882,326 | 5,131 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,101,329 | 5,138 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,752,375 | 6,232 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,777,179 | 6,232 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $1,851,229 | 6,342 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $2,042,872 | 7,371 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $2,254,629 | 7,384 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $1,759,140 | 7,615 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,583,915 | 6,622 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $1,029,323 | 6,594 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||