Position in ADSK
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$772,780
+$253,878 QoQ
Shares Held
3,228
+84.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $15,317,042 across 24 Software - Application names. ADSK ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
9,482 | $1,770,001 | |
| 2 | ADBE |
Adobe Inc.
|
5,967 | $1,450,455 | |
| 3 | PAYX |
Paychex Inc
|
14,445 | $1,330,672 | |
| 4 | INTU |
Intuit Inc.
|
2,784 | $1,203,742 | |
| 5 | NOW |
ServiceNow, Inc.
|
10,358 | $1,082,926 | |
| 6 | ADP |
Automatic Data Processing Inc
|
5,020 | $1,019,961 | |
| 7 | UBER |
Uber Technologies, Inc
|
11,514 | $828,199 | |
| 8 | ADSK |
Autodesk, Inc.
This page
|
3,228 | $772,780 |
All Filings in ADSK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $772,780 | 3,228 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $518,902 | 1,753 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $417,098 | 1,313 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $299,969 | 969 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $226,716 | 866 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $246,797 | 835 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $219,831 | 798 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||