Position in ADSK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,023,435
+$221,248 QoQ
Shares Held
4,275
+57.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Summit Global Investments holds $15,028,144 across 13 Software - Application names. ADSK ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
28,943 | $5,880,638 | |
| 2 | ADBE |
Adobe Inc.
|
7,979 | $1,939,535 | |
| 3 | CRM |
Salesforce, Inc.
|
6,378 | $1,190,581 | |
| 4 | ADSK |
Autodesk, Inc.
This page
|
4,275 | $1,023,435 | |
| 5 | INTU |
Intuit Inc.
|
2,045 | $884,217 | |
| 6 | ROP |
Roper Technologies Inc
|
2,402 | $849,971 | |
| 7 | UPBD |
Upbound Group, Inc.
|
37,522 | $677,272 | |
| 8 | UBER |
Uber Technologies, Inc
|
9,042 | $650,391 |
All Filings in ADSK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,023,435 | 4,275 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $802,187 | 2,710 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,167,119 | 3,674 | Shares | Sole | 2025-11-03 | |
| 2024-12-31 | $1,064,643 | 3,602 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,012,389 | 3,675 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $216,023 | 873 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $256,140 | 1,052 | Shares | Sole | 2024-02-06 | |
| 2022-06-30 | $1,685,895 | 9,804 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $2,012,532 | 9,389 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,640,092 | 9,389 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||