Moss Adams Wealth Advisors LLC

Position in ADSK — Autodesk, Inc.

CIK 1661245 SEATTLE, WA

Position in ADSK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$761,348

-$216,121 QoQ

Shares Held

3,916

-4.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#601

of 1,187 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Technology · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $5,786,221 across 13 Software - Application names. ADSK ranks #1 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc. This page	3,916	$761,348
2	ZM	Zoom Communications, Inc.	7,846	$677,187
3	INTU	Intuit Inc.	2,480	$647,280
4	CRM	Salesforce, Inc.	3,459	$541,886
5	CDNS	Cadence Design Systems Inc	1,433	$537,833
6	DDOG	Datadog, Inc.	1,856	$483,227
7	UBER	Uber Technologies, Inc	6,423	$463,483
8	ADP	Automatic Data Processing Inc	1,748	$391,463

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$761,348	3,916	-4.1%	Shares	Other	2026-07-27
2026-03-31	$977,469	4,083	-4.3%	Shares	Other	2026-04-23
2025-12-31	$1,263,073	4,267	+1.0%	Shares	Other	2026-01-26
2025-09-30	$1,342,473	4,226	+0.6%	Shares	Other	2025-10-21
2025-06-30	$1,300,193	4,200	+8.7%	Shares	Other	2025-07-17
2025-03-31	$1,011,857	3,865	-0.1%	Shares	Other	2025-04-14
2024-12-31	$1,143,264	3,868	+1.4%	Shares	Other	2025-01-15
2024-09-30	$1,051,231	3,816	+4.6%	Shares	Other	2024-10-18
2024-06-30	$902,697	3,648	-1.5%	Shares	Other	2024-07-23
2024-03-31	$964,334	3,703	+5.6%	Shares	Other	2024-05-07
2023-12-31	$853,397	3,505	+0.3%	Shares	Other	2024-02-06
2023-09-30	$723,149	3,495	-0.5%	Shares	Sole	2023-12-20
2023-06-30	$718,384	3,511	+1.7%	Shares	Sole	2023-12-20
2023-03-31	$718,568	3,452	-5.3%	Shares	Sole	2023-12-20
2022-12-31	$680,954	3,644	—	Shares	Sole	2023-12-20
No filing history on record for this holder in this stock.