Position in ADSK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,443
-$3,141 QoQ
Shares Held
28
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,095
of 1,188 holders
Holding Since
Mar 2021
18 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, 2026Concord Wealth Partners holds $5,059,387 across 15 Software - Application names. ADSK ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,842 | $2,567,939 | |
| 2 | CRM |
Salesforce, Inc.
|
6,923 | $1,084,557 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,783 | $971,256 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,597 | $357,648 | |
| 5 | SHOP |
Shopify Inc.
|
300 | $34,254 | |
| 6 | INTU |
Intuit Inc.
|
72 | $18,792 | |
| 7 | ADSK |
Autodesk, Inc.
This page
|
28 | $5,443 | |
| 8 | UBER |
Uber Technologies, Inc
|
68 | $4,906 |
All Filings in ADSK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,443 | 28 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $8,584 | 29 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $29,225 | 92 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $29,718 | 96 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $25,132 | 96 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $30,443 | 103 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $28,374 | 103 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $25,000 | 96 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $8,690 | 42 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $8,593 | 42 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,742 | 42 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $7,848 | 42 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $7,566 | 44 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,862 | 88 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $11,247 | 40 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,140 | 4 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,924 | 34 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $8,591 | 31 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||