Position in ADSK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,305
-$764 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,120
of 1,189 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Mascoma Wealth Management LLC holds $531,224 across 12 Software - Application names. ADSK ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,521 | $340,627 | |
| 2 | PAYX |
Paychex Inc
|
924 | $90,856 | |
| 3 | CRM |
Salesforce, Inc.
|
477 | $74,726 | |
| 4 | ADBE |
Adobe Inc.
|
38 | $7,790 | |
| 5 | DDOG |
Datadog, Inc.
|
16 | $4,165 | |
| 6 | ADSK |
Autodesk, Inc.
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|
17 | $3,305 | |
| 7 | UBER |
Uber Technologies, Inc
|
40 | $2,886 | |
| 8 | ROP |
Roper Technologies Inc
|
6 | $2,030 |
All Filings in ADSK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,305 | 17 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,069 | 17 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,920 | 20 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,400 | 17 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,262 | 17 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,450 | 17 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,024 | 17 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||