Position in ADSK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$722,659
-$276,117 QoQ
Shares Held
3,717
-10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#610
of 1,188 holders
Holding Since
Sep 2024
6 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, 2026EARNED WEALTH ADVISORS, LLC holds $5,805,025 across 9 Software - Application names. ADSK ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
5,585 | $1,454,110 | |
| 2 | SHOP |
Shopify Inc.
|
11,241 | $1,283,497 | |
| 3 | ADSK |
Autodesk, Inc.
This page
|
3,717 | $722,659 | |
| 4 | CRM |
Salesforce, Inc.
|
3,977 | $623,036 | |
| 5 | SNOW |
Snowflake Inc.
|
2,023 | $514,853 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,937 | $490,145 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,331 | $384,684 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,056 | $236,491 |
All Filings in ADSK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,659 | 3,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $998,776 | 4,172 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $358,967 | 1,130 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $298,425 | 964 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $241,379 | 922 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $10,468 | 38 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||