Moran Wealth Management, LLC

Position in ADSK — Autodesk, Inc.

CIK 1965334 Naples, FL

Position in ADSK

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$9,092,171

-$2,298,293 QoQ

Shares Held

37,979

-1.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 99.66560467626846.ToString("F0")% Shared 0.33439532373153585.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Moran Wealth Management, LLC holds $111,145,547 across 18 Software - Application names. ADSK ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	104,512	$29,040,748
2	INTU	Intuit Inc.	36,256	$15,676,368
3	SSNC	SS&C Technologies Holdings Inc	205,890	$13,911,987
4	ADSK	Autodesk, Inc. This page	37,979	$9,092,171
5	ZM	Zoom Communications, Inc.	107,601	$8,650,044
6	NOW	ServiceNow, Inc.	67,165	$7,022,100
7	UBER	Uber Technologies, Inc	76,156	$5,477,900
8	CRM	Salesforce, Inc.	27,788	$5,187,185

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,092,171	37,979	-1.3%	Shares	Defined	2026-04-27
2025-12-31	$11,390,464	38,480	+2.4%	Shares	Defined	2026-01-26
2025-09-30	$11,935,814	37,573	-1.4%	Shares	Sole	2025-10-23
2025-06-30	$11,798,331	38,112	-0.9%	Shares	Sole	2025-07-28
2025-03-31	$10,070,398	38,466	+1375.5%	Shares	Sole	2025-04-23
2024-12-31	$770,550	2,607	-0.5%	Shares	Sole	2025-02-07
2024-09-30	$721,482	2,619	-0.5%	Shares	Sole	2024-11-08
2024-06-30	$651,535	2,633	+73.9%	Shares	Sole	2024-08-13
2024-03-31	$394,275	1,514	+55.4%	Shares	Sole	2024-05-15
2023-12-31	$237,149	974	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.