Summit Trail Advisors, LLC

Position in ADSK — Autodesk, Inc.

CIK 1698478 NEW YORK, NY

Position in ADSK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,272,571

+$621,880 QoQ

Shares Held

17,847

+44.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Summit Trail Advisors, LLC holds $122,600,730 across 60 Software - Application names. ADSK ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	101,798	$12,017,253
2	UBER	Uber Technologies, Inc	147,681	$10,622,694
3	CRM	Salesforce, Inc.	48,826	$9,114,349
4	INTU	Intuit Inc.	11,219	$4,850,871
5	ADSK	Autodesk, Inc. This page	17,847	$4,272,571
6	NOW	ServiceNow, Inc.	38,448	$4,019,738
7	ADBE	Adobe Inc.	15,802	$3,841,150
8	CDNS	Cadence Design Systems Inc	13,034	$3,621,757

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,272,571	17,847	+44.7%	Shares	Sole	2026-05-12
2025-12-31	$3,650,691	12,333	-10.4%	Shares	Sole	2026-02-17
2025-09-30	$4,371,774	13,762	+110.0%	Shares	Sole	2025-11-14
2025-06-30	$2,028,921	6,554	+68.6%	Shares	Sole	2025-08-14
2024-09-30	$1,070,790	3,887	-3.5%	Shares	Sole	2024-11-12
2024-06-30	$996,976	4,029	+46.0%	Shares	Sole	2024-08-13
2024-03-31	$718,759	2,760	+32.4%	Shares	Sole	2024-04-23
2023-12-31	$507,655	2,085	-21.3%	Shares	Sole	2024-02-06
2023-09-30	$548,311	2,650	+11.9%	Shares	Sole	2023-10-30
2023-06-30	$484,516	2,368	+35.4%	Shares	Sole	2023-07-25
2023-03-31	$364,071	1,749	+3.3%	Shares	Sole	2023-05-04
2022-12-31	$316,370	1,693	+1.6%	Shares	Sole	2023-02-07
2022-09-30	$311,208	1,666	+9.0%	Shares	Sole	2022-11-10
2022-06-30	$262,754	1,528	-38.4%	Shares	Sole	2022-08-09
2020-09-30	$573,135	2,481	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.