Position in ADSK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$815,203
-$168,970 QoQ
Shares Held
4,193
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#588
of 1,187 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $13,785,173 across 15 Software - Application names. ADSK ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
14,432 | $2,224,115 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,622 | $1,706,946 | |
| 3 | NOW |
ServiceNow, Inc.
|
13,656 | $1,355,767 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
3,542 | $1,329,383 | |
| 5 | ADBE |
Adobe Inc.
|
5,850 | $1,199,367 | |
| 6 | PAYC |
Paycom Software, Inc.
|
7,277 | $914,573 | |
| 7 | ADSK |
Autodesk, Inc.
This page
|
4,193 | $815,203 | |
| 8 | YMM |
Full Truck Alliance Co. Ltd.
|
95,825 | $778,099 |
All Filings in ADSK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,203 | 4,193 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $984,173 | 4,111 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,201,504 | 4,059 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,280,845 | 4,032 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,284,936 | 7,381 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,952,504 | 7,458 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,237,760 | 7,571 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,148,468 | 7,799 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,925,161 | 7,780 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,975,546 | 7,586 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,864,326 | 7,657 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,605,621 | 7,760 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,594,116 | 7,791 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,603,248 | 7,702 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,426,191 | 7,632 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,406,417 | 7,529 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $630,749 | 3,668 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $754,083 | 3,518 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $938,331 | 3,337 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $880,604 | 3,088 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $896,133 | 3,070 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $837,270 | 3,021 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $907,775 | 2,973 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||