PERSONAL CFO SOLUTIONS, LLC

Position in ADSK — Autodesk, Inc.

CIK 1677501 CHESTER, NJ

Position in ADSK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$428,112

+$187,755 QoQ

Shares Held

2,202

+119.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#709

of 1,188 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. ADSK ranks #8 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	18,404	$1,827,149
2	SHOP	Shopify Inc.	9,476	$1,081,969
3	UBER	Uber Technologies, Inc	12,068	$870,826
4	INTU	Intuit Inc.	2,405	$627,705
5	CRM	Salesforce, Inc.	3,886	$608,780
6	ADBE	Adobe Inc.	2,750	$563,805
7	YOU	Clear Secure, Inc.	7,904	$440,489
8	ADSK	Autodesk, Inc. This page	2,202	$428,112

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,112	2,202	+119.3%	Shares	Sole	2026-08-07
2026-03-31	$240,357	1,004	+4.0%	Shares	Sole	2026-04-30
2025-12-31	$285,649	965	-2.4%	Shares	Defined	2026-01-22
2025-09-30	$314,175	989	-1.8%	Shares	Defined	2025-11-10
2025-06-30	$311,736	1,007	-14.8%	Shares	Defined	2025-08-12
2025-03-31	$309,447	1,182	+0.3%	Shares	Defined	2025-04-30
2024-12-31	$348,181	1,178	+1.7%	Shares	Defined	2025-02-07
2024-09-30	$319,005	1,158	-50.5%	Shares	Defined	2024-11-14
2024-06-30	$579,033	2,340	-63.1%	Shares	Defined	2024-08-09
2024-03-31	$1,651,062	6,340	+2.4%	Shares	Defined	2024-05-13
2023-12-31	$1,507,871	6,193	+0.1%	Shares	Defined	2024-02-13
2023-09-30	$1,280,359	6,188	-0.4%	Shares	Defined	2023-11-13
2023-06-30	$1,270,628	6,210	-21.0%	Shares	Defined	2023-08-10
2023-03-31	$1,636,762	7,863	+0.7%	Shares	Defined	2023-05-09
2022-12-31	$1,459,454	7,810	+2.4%	Shares	Defined	2023-02-14
2022-09-30	$1,424,536	7,626	+2.2%	Shares	Defined	2022-11-01
2022-06-30	$1,283,681	7,465	+11.8%	Shares	Defined	2022-08-05
2022-03-31	$1,430,786	6,675	+12.4%	Shares	Defined	2022-05-02
2021-12-31	$1,669,987	5,939	+3.6%	Shares	Defined	2022-02-11
2021-09-30	$1,634,594	5,732	+12.6%	Shares	Defined	2021-11-18
2021-06-30	$1,485,479	5,089	-6.4%	Shares	Defined	2021-07-22
2021-03-31	$1,506,864	5,437	-14.5%	Shares	Defined	2021-04-21
2020-12-31	$1,941,657	6,359	+5.5%	Shares	Defined	2021-02-09
2020-09-30	$1,000	6,029	+0.3%	Shares	Defined	2020-11-02
2020-06-30	$1,437,771	6,011	+41.3%	Shares	Defined	2020-08-03
2020-03-31	$664,205	4,255	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.