Marshall Financial Group, LLC

Position in ADSK — Autodesk, Inc.

CIK 1841496 Hunt Valley, MD

Position in ADSK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$206,668

-$705,685 QoQ

Shares Held

1,063

-72.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#877

of 1,188 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Marshall Financial Group, LLC holds $3,126,090 across 5 Software - Application names. ADSK ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IDCC	InterDigital, Inc.	3,238	$916,774
2	PEGA	Pegasystems Inc	28,842	$864,394
3	CDNS	Cadence Design Systems Inc	1,670	$626,784
4	UBER	Uber Technologies, Inc	7,088	$511,470
5	ADSK	Autodesk, Inc. This page	1,063	$206,668

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,668	1,063	-72.1%	Shares	Sole	2026-07-20
2026-03-31	$912,353	3,811	-1.1%	Shares	Sole	2026-04-13
2025-12-31	$1,140,230	3,852	-14.6%	Shares	Sole	2026-01-09
2025-09-30	$1,433,644	4,513	+2.7%	Shares	Sole	2025-10-08
2025-06-30	$1,360,560	4,395	-4.9%	Shares	Sole	2025-07-10
2025-03-31	$1,209,777	4,621	+3.7%	Shares	Sole	2025-04-16
2024-12-31	$1,316,468	4,454	-0.8%	Shares	Sole	2025-01-21
2024-09-30	$1,237,180	4,491	+0.8%	Shares	Sole	2024-10-16
2024-06-30	$1,102,637	4,456	+5.7%	Shares	Sole	2024-07-19
2024-03-31	$1,097,409	4,214	+7.7%	Shares	Sole	2024-04-19
2023-12-31	$952,250	3,911	+17.8%	Shares	Sole	2024-01-10
2023-09-30	$686,941	3,320	+6.2%	Shares	Sole	2023-10-19
2023-06-30	$639,815	3,127	+5.8%	Shares	Sole	2023-07-17
2023-03-31	$615,112	2,955	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.