Lifestyle Asset Management, Inc.

Position in ADSK — Autodesk, Inc.

CIK 1845675 Friendswood, TX

Position in ADSK

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

Position Value

$329,153

-$89,557 QoQ

Shares Held

1,693

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#761

of 1,186 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $5,775,610 across 5 Software - Application names. ADSK ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	8,453	$1,733,034
2	DOCU	Docusign, Inc.	37,931	$1,684,895
3	PEGA	Pegasystems Inc	55,750	$1,670,827
4	PCTY	Paylocity Holding Corp	3,422	$357,701
5	ADSK	Autodesk, Inc. This page	1,693	$329,153

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,153	1,693	-3.2%	Shares	Sole	2026-07-20
2026-03-31	$418,710	1,749	-60.7%	Shares	Sole	2026-04-10
2025-06-30	$1,379,134	4,455	+7.4%	Shares	Sole	2025-07-09
2025-03-31	$1,086,208	4,149	-2.3%	Shares	Sole	2025-04-10
2024-12-31	$1,254,694	4,245	+1.7%	Shares	Sole	2025-01-17
2024-09-30	$1,150,404	4,176	+7.2%	Shares	Sole	2024-10-31
2024-06-30	$964,312	3,897	-11.7%	Shares	Sole	2024-07-19
2024-03-31	$1,149,233	4,413	-5.1%	Shares	Sole	2024-04-19
2023-12-31	$1,131,938	4,649	-2.7%	Shares	Sole	2024-02-12
2023-09-30	$989,029	4,780	—	Shares	Sole	2023-10-05
No filing history on record for this holder in this stock.