Position in ADSK
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$9,831,918
+$1,236,380 QoQ
Shares Held
41,069
+41.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.28975626384864495.ToString("F0")%
Shared 0.ToString("F0")%
None 99.71024373615136.ToString("F0")%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $183,872,631 across 77 Software - Application names. ADSK ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
213,482 | $36,550,253 | |
| 2 | ADP |
Automatic Data Processing Inc
|
102,024 | $20,729,236 | |
| 3 | UBER |
Uber Technologies, Inc
|
265,801 | $19,119,065 | |
| 4 | CRM |
Salesforce, Inc.
|
84,498 | $15,773,241 | |
| 5 | NOW |
ServiceNow, Inc.
|
135,683 | $14,185,657 | |
| 6 | INTU |
Intuit Inc.
|
26,280 | $11,362,946 | |
| 7 | SHOP |
Shopify Inc.
|
88,957 | $10,552,079 | |
| 8 | ADSK |
Autodesk, Inc.
This page
|
41,069 | $9,831,918 |
All Filings in ADSK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,831,918 | 41,069 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $8,595,538 | 29,038 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,550,915 | 11,178 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,290,640 | 13,860 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,896,817 | 11,065 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,597,086 | 12,170 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,289,506 | 11,941 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,469,991 | 14,023 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,498,221 | 13,433 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,262,388 | 13,399 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,151,243 | 10,397 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,514,932 | 7,404 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,410,284 | 11,579 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,897,477 | 10,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $493,712 | 2,643 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $319,845 | 1,860 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,093,266 | 3,888 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $542,393 | 1,902 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $401,362 | 1,375 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,070,076 | 3,861 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,227,455 | 7,295 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,455,825 | 6,302 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,003,641 | 4,196 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $367,459 | 2,354 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||