Position in ADSK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$266,744
-$76,076 QoQ
Shares Held
1,372
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#811
of 1,188 holders
Holding Since
Jun 2024
9 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, 2026Stiles Financial Services Inc holds $6,102,345 across 8 Software - Application names. ADSK ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
7,500 | $1,537,650 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
3,032 | $1,137,970 | |
| 3 | CRM |
Salesforce, Inc.
|
5,699 | $892,805 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,449 | $772,403 | |
| 5 | INTU |
Intuit Inc.
|
2,614 | $682,254 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,941 | $490,542 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,462 | $321,977 | |
| 8 | ADSK |
Autodesk, Inc.
This page
|
1,372 | $266,744 |
All Filings in ADSK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,744 | 1,372 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $342,820 | 1,432 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $452,007 | 1,527 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $500,965 | 1,577 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $488,191 | 1,577 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $399,768 | 1,527 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $454,291 | 1,537 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $431,677 | 1,567 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $301,146 | 1,217 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||