Position in ADSK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,438,219
-$1,308,338 QoQ
Shares Held
22,828
-4.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#356
of 1,188 holders
Holding Since
Mar 2025
6 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, 2026Berger Financial Group, Inc holds $21,271,116 across 7 Software - Application names. ADSK ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
44,935 | $11,699,276 | |
| 2 | ADSK |
Autodesk, Inc.
This page
|
22,828 | $4,438,219 | |
| 3 | ADBE |
Adobe Inc.
|
16,154 | $3,311,893 | |
| 4 | INTU |
Intuit Inc.
|
2,634 | $687,474 | |
| 5 | FICO |
Fair Isaac Corp
|
556 | $664,297 | |
| 6 | CRM |
Salesforce, Inc.
|
1,619 | $253,632 | |
| 7 | SNOW |
Snowflake Inc.
|
850 | $216,325 |
All Filings in ADSK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,438,219 | 22,828 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,746,557 | 24,004 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,699,080 | 19,253 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,091,004 | 19,174 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,876,257 | 18,982 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,854,033 | 18,541 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||