Position in ADSK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$809,176
-$232,932 QoQ
Shares Held
4,162
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#592
of 1,187 holders
Holding Since
Mar 2022
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, 2026Accretive Wealth Partners, LLC holds $9,317,315 across 7 Software - Application names. ADSK ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
15,826 | $3,544,232 | |
| 2 | FICO |
Fair Isaac Corp
|
1,422 | $1,698,977 | |
| 3 | UBER |
Uber Technologies, Inc
|
21,653 | $1,562,480 | |
| 4 | ADSK |
Autodesk, Inc.
This page
|
4,162 | $809,176 | |
| 5 | TYL |
Tyler Technologies Inc
|
2,590 | $757,471 | |
| 6 | INTU |
Intuit Inc.
|
2,070 | $540,270 | |
| 7 | ADBE |
Adobe Inc.
|
1,974 | $404,709 |
All Filings in ADSK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,176 | 4,162 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,042,108 | 4,353 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,274,619 | 4,306 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,442,221 | 4,540 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,377,586 | 4,450 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,153,229 | 4,405 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,185,235 | 4,010 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,112,663 | 4,039 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $998,955 | 4,037 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,047,669 | 4,023 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $990,476 | 4,068 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $838,606 | 4,053 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $819,463 | 4,005 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $792,465 | 3,807 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $703,191 | 3,763 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $688,731 | 3,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $634,876 | 3,692 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $816,673 | 3,810 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||