Position in ADSK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$128,122
-$15,039 QoQ
Shares Held
659
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#292
of 434 holders
Holding Since
Sep 2020
21 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, 2026Crewe Advisors LLC holds $2,295,135 across 36 Software - Application names. ADSK ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
8,571 | $978,636 | |
| 2 | CRM |
Salesforce, Inc.
|
1,274 | $199,584 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,479 | $178,884 | |
| 4 | ADSK |
Autodesk, Inc.
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|
659 | $128,122 | |
| 5 | PERF |
Perfect Corp.
|
65,740 | $109,128 | |
| 6 | NRDY |
Nerdy Inc.
|
102,108 | $93,530 | |
| 7 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 8 | TRAK |
ReposiTrak, Inc.
|
8,000 | $72,000 |
All Filings in ADSK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,122 | 659 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $143,161 | 598 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $178,790 | 604 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $217,286 | 684 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $166,239 | 537 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $140,063 | 535 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $91,035 | 308 | Shares | Sole | 2025-01-27 | |
| 2024-06-30 | $171,730 | 694 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $109,376 | 420 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $53,198 | 260 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $120,524 | 579 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $115,672 | 619 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $234,994 | 1,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $207,383 | 1,206 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $94,099 | 439 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $79,857 | 284 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,121 | 39 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $11,384 | 39 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $10,808 | 39 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $11,908 | 39 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $14,553 | 63 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||