Position in ADSK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$764,265
-$141,624 QoQ
Shares Held
3,931
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#601
of 1,188 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $4,910,422 across 8 Software - Application names. ADSK ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,106 | $1,153,903 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,529 | $1,014,269 | |
| 3 | CRM |
Salesforce, Inc.
|
6,290 | $985,391 | |
| 4 | ADSK |
Autodesk, Inc.
This page
|
3,931 | $764,265 | |
| 5 | ROP |
Roper Technologies Inc
|
875 | $296,091 | |
| 6 | FICO |
Fair Isaac Corp
|
208 | $248,514 | |
| 7 | INTU |
Intuit Inc.
|
920 | $240,120 | |
| 8 | WDAY |
Workday, Inc.
|
1,698 | $207,869 |
All Filings in ADSK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,265 | 3,931 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $905,889 | 3,784 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,267,218 | 4,281 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,353,909 | 4,262 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,316,910 | 4,254 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,154,276 | 4,409 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,431,741 | 4,844 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,303,571 | 4,732 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $996,233 | 4,026 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,198,478 | 12,282 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,033,517 | 12,459 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,011,575 | 14,555 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,612,585 | 32,318 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,341,386 | 35,268 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $6,770,300 | 36,230 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,131,336 | 32,823 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,929,008 | 34,479 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,630,059 | 30,931 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $6,172,682 | 21,952 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,806,631 | 20,362 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,687,914 | 16,060 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,003,431 | 14,445 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,014,938 | 6,599 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||