Position in ADSK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$261,689
+$52,693 QoQ
Shares Held
1,346
+54.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#818
of 1,188 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Keystone Financial Group holds $3,379,737 across 9 Software - Application names. ADSK ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
14,366 | $1,036,650 | |
| 2 | ADBE |
Adobe Inc.
|
1,942 | $398,148 | |
| 3 | PAYX |
Paychex Inc
|
4,049 | $398,138 | |
| 4 | SHOP |
Shopify Inc.
|
3,178 | $362,864 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,291 | $326,730 | |
| 6 | ADSK |
Autodesk, Inc.
This page
|
1,346 | $261,689 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,168 | $261,573 | |
| 8 | WDAY |
Workday, Inc.
|
2,071 | $253,531 |
All Filings in ADSK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,689 | 1,346 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $208,996 | 873 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||