Financial Gravity Asset Management, Inc.

Position in ADSK — Autodesk, Inc.

CIK 1741736 Lakeway, TX

Position in ADSK

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,334,868

-$431,641 QoQ

Shares Held

9,753

+4.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $6,599,119 across 7 Software - Application names. ADSK ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc. This page	9,753	$2,334,868
2	CRM	Salesforce, Inc.	11,245	$2,099,104
3	INTU	Intuit Inc.	4,809	$2,079,315
4	ESTC	Elastic N.V.	869	$43,441
5	SAP	Sap SE	244	$41,775
6	SHOP	Shopify Inc.	3	$355
7	NATL	NCR Atleos Corp	6	$261

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,334,868	9,753	+4.4%	Shares	Sole	2026-05-08
2025-12-31	$2,766,509	9,346	+7.4%	Shares	Sole	2026-02-13
2025-09-30	$2,765,635	8,706	+13.0%	Shares	Sole	2025-11-14
2025-03-31	$2,016,907	7,704	-5.9%	Shares	Sole	2025-04-30
2024-06-30	$2,025,130	8,184	+8.8%	Shares	Sole	2024-08-06
2024-03-31	$1,959,400	7,524	+0.0%	Shares	Sole	2024-06-26
2023-12-31	$1,831,700	7,523	-92.2%	Shares	Sole	2024-06-26
2023-09-30	$12,364,333	95,900	+2192.1%	Shares	Sole	2023-11-16
2023-06-30	$814,303	4,184	+7.0%	Shares	Sole	2023-08-09
2023-03-31	$622,092	3,912	+224.4%	Shares	Sole	2023-05-12
2022-12-31	$190,567	1,206	+16.7%	Shares	Sole	2023-02-15
2022-09-30	$192,964	1,033	-66.3%	Shares	Sole	2022-11-03
2022-06-30	$527,239	3,067	+152.6%	Shares	Sole	2022-08-05
2022-03-31	$216,312	1,214	-53.3%	Shares	Sole	2022-05-13
2021-12-31	$659,079	2,600	+27.8%	Shares	Sole	2022-02-11
2021-09-30	$580,251	2,035	-52.3%	Shares	Sole	2021-11-12
2021-06-30	$1,245,537	4,267	+11.4%	Shares	Sole	2021-08-11
2021-03-31	$1,062,038	3,832	+70.3%	Shares	Sole	2021-05-17
2020-12-31	$686,946	2,250	+282.7%	Shares	Sole	2021-02-16
2020-03-31	$91,767	588	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.