Position in ADSK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,020,217
-$962,467 QoQ
Shares Held
10,391
-16.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#434
of 1,188 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sendero Wealth Management, LLC holds $30,229,370 across 10 Software - Application names. ADSK ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
61,334 | $9,608,584 | |
| 2 | PAYC |
Paycom Software, Inc.
|
47,214 | $5,933,854 | |
| 3 | UBER |
Uber Technologies, Inc
|
46,162 | $3,331,049 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
7,247 | $2,719,943 | |
| 5 | ADSK |
Autodesk, Inc.
This page
|
10,391 | $2,020,217 | |
| 6 | NOW |
ServiceNow, Inc.
|
19,465 | $1,932,484 | |
| 7 | WDAY |
Workday, Inc.
|
15,392 | $1,884,288 | |
| 8 | SAP |
Sap SE
|
10,241 | $1,578,240 |
All Filings in ADSK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,217 | 10,391 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $2,982,684 | 12,459 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,495,364 | 8,430 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $2,702,100 | 8,506 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,663,141 | 11,833 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,257,576 | 12,443 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $3,681,323 | 12,455 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,312,922 | 12,026 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $2,896,401 | 11,705 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,267,229 | 12,546 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,087,542 | 16,788 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,427,463 | 16,565 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $3,549,574 | 17,348 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,248,753 | 15,607 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,479,076 | 7,915 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $294,023 | 1,574 | Shares | Other | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||