Waterfront Wealth Inc.

Position in ADSK — Autodesk, Inc.

CIK 1775210 OVERLAND PARK, KS

Position in ADSK

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$857,975

-$185,809 QoQ

Shares Held

4,413

+1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#577

of 1,188 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterfront Wealth Inc. holds $9,284,764 across 5 Software - Application names. ADSK ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPER	Xperi Inc.	621,629	$5,116,006
2	NOW	ServiceNow, Inc.	11,810	$1,172,496
3	ADBE	Adobe Inc.	5,519	$1,131,505
4	WDAY	Workday, Inc.	8,224	$1,006,782
5	ADSK	Autodesk, Inc. This page	4,413	$857,975

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$857,975	4,413	+1.2%	Shares	Sole	2026-07-30
2026-03-31	$1,043,784	4,360	+5.4%	Shares	Sole	2026-04-30
2025-12-31	$1,224,001	4,135	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$1,310,706	4,126	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$1,276,357	4,123	-2.9%	Shares	Sole	2025-08-04
2025-03-31	$1,111,341	4,245	-0.4%	Shares	Sole	2025-04-25
2024-12-31	$1,259,128	4,260	+2.6%	Shares	Sole	2025-02-03
2024-09-30	$1,143,792	4,152	+2.0%	Shares	Sole	2024-10-31
2024-06-30	$1,007,121	4,070	+2.0%	Shares	Sole	2024-08-01
2024-03-31	$1,039,075	3,990	+1.1%	Shares	Sole	2024-05-13
2023-12-31	$960,528	3,945	+3.0%	Shares	Sole	2024-01-31
2023-09-30	$792,672	3,831	+2.3%	Shares	Sole	2023-11-09
2023-06-30	$766,264	3,745	+8.5%	Shares	Sole	2023-07-28
2023-03-31	$718,360	3,451	-29.5%	Shares	Sole	2023-04-19
2022-12-31	$915,102	4,897	+5.7%	Shares	Sole	2023-01-31
2022-09-30	$865,631	4,634	+18.3%	Shares	Sole	2022-11-02
2022-06-30	$673,395	3,916	+80.5%	Shares	Sole	2022-07-25
2022-03-31	$465,139	2,170	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.