SageView Advisory Group, LLC

Position in ADSK — Autodesk, Inc.

CIK 1914558 NEWPORT BEACH, CA

Position in ADSK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,955,667

-$1,398,222 QoQ

Shares Held

30,633

-0.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#310

of 1,188 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SageView Advisory Group, LLC holds $10,825,405 across 11 Software - Application names. ADSK ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc. This page	30,633	$5,955,667
2	CRM	Salesforce, Inc.	7,025	$1,100,536
3	PAYX	Paychex Inc	9,826	$966,190
4	NOW	ServiceNow, Inc.	7,101	$704,987
5	SHOP	Shopify Inc.	3,598	$410,819
6	UBER	Uber Technologies, Inc	5,191	$374,582
7	ADP	Automatic Data Processing Inc	1,281	$286,879
8	LIF	Life360, Inc.	4,973	$275,305

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,955,667	30,633	-0.3%	Shares	Sole	2026-08-10
2026-03-31	$7,353,889	30,718	-0.2%	Shares	Sole	2026-08-10
2025-12-31	$9,106,747	30,765	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$9,760,728	30,726	-9.3%	Shares	Sole	2025-11-13
2025-06-30	$10,482,349	33,861	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$8,856,432	33,829	+0.1%	Shares	Sole	2025-05-19
2024-12-31	$9,992,039	33,806	+0.2%	Shares	Sole	2025-02-13
2024-09-30	$9,298,000	33,752	-3.8%	Shares	Sole	2024-11-14
2024-06-30	$8,680,546	35,080	+0.4%	Shares	Sole	2024-08-15
2024-03-31	$9,096,731	34,931	-0.4%	Shares	Sole	2024-05-09
2023-12-31	$8,538,843	35,070	+0.6%	Shares	Sole	2024-03-06
2023-09-30	$7,214,124	34,866	-0.3%	Shares	Sole	2023-11-03
2023-06-30	$7,157,667	34,982	-0.0%	Shares	Sole	2023-08-11
2023-03-31	$7,283,726	34,991	-1.7%	Shares	Sole	2023-05-02
2022-12-31	$6,652,011	35,597	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.