Position in ADSK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$706,327
-$118,652 QoQ
Shares Held
3,633
+30.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#615
of 1,188 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $4,200,580 across 34 Software - Application names. ADSK ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,802 | $851,457 | |
| 2 | ADSK |
Autodesk, Inc.
This page
|
3,633 | $706,327 | |
| 3 | CRM |
Salesforce, Inc.
|
3,687 | $577,605 | |
| 4 | ADBE |
Adobe Inc.
|
1,390 | $284,977 | |
| 5 | PAYX |
Paychex Inc
|
2,893 | $284,468 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,268 | $235,818 | |
| 7 | SHOP |
Shopify Inc.
|
1,950 | $222,651 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,728 | $171,555 |
All Filings in ADSK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,327 | 3,633 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $824,979 | 2,787 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $544,804 | 1,715 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $529,055 | 1,709 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $466,789 | 1,783 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $605,918 | 2,050 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $495,394 | 2,002 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $670,300 | 2,753 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $554,932 | 2,682 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $558,285 | 2,682 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $501,185 | 2,682 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $500,997 | 2,682 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $327,239 | 1,903 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $402,763 | 1,879 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $519,920 | 1,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $527,279 | 1,849 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $539,723 | 1,849 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $517,993 | 1,869 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $613,122 | 2,008 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $513,535 | 2,223 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $531,719 | 2,223 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $329,058 | 2,108 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||