Position in ADSK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$665,305
-$174,031 QoQ
Shares Held
3,422
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#628
of 1,188 holders
Holding Since
Dec 2020
23 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, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. ADSK ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
This page
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
5,623 | $485,321 |
All Filings in ADSK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,305 | 3,422 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $839,336 | 3,506 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,054,387 | 3,562 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,159,495 | 3,650 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,164,911 | 3,763 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,003,217 | 3,832 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,080,308 | 3,655 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,007,430 | 3,657 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $891,314 | 3,602 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $886,209 | 3,403 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $779,866 | 3,203 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $590,107 | 2,852 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $438,070 | 2,141 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $371,981 | 1,787 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $364,957 | 1,953 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $340,349 | 1,822 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $297,490 | 1,730 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $288,515 | 1,346 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $393,947 | 1,401 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $307,128 | 1,077 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $319,046 | 1,093 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $291,007 | 1,050 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $295,569 | 968 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||