Position in ADSK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,197,815
+$105,644 QoQ
Shares Held
47,309
+24.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#253
of 1,188 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Moran Wealth Management, LLC holds $120,163,933 across 18 Software - Application names. ADSK ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
94,960 | $35,640,387 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
197,561 | $12,258,659 | |
| 3 | ADP |
Automatic Data Processing Inc
|
43,682 | $9,782,583 | |
| 4 | ZM |
Zoom Communications, Inc.
|
110,805 | $9,563,579 | |
| 5 | ADSK |
Autodesk, Inc.
This page
|
47,309 | $9,197,815 | |
| 6 | NOW |
ServiceNow, Inc.
|
68,322 | $6,783,008 | |
| 7 | DDOG |
Datadog, Inc.
|
25,802 | $6,717,807 | |
| 8 | UBER |
Uber Technologies, Inc
|
90,293 | $6,515,541 |
All Filings in ADSK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,197,815 | 47,309 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,092,171 | 37,979 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $11,390,464 | 38,480 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $11,935,814 | 37,573 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,798,331 | 38,112 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,070,398 | 38,466 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $770,550 | 2,607 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $721,482 | 2,619 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $651,535 | 2,633 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $394,275 | 1,514 | 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. | ||||||