Position in ADSK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$394,478
-$104,671 QoQ
Shares Held
2,029
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#726
of 1,188 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Baron Wealth Management LLC holds $2,595,186 across 7 Software - Application names. ADSK ranks #4 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
4,686 | $465,226 | |
| 2 | TYL |
Tyler Technologies Inc
|
1,536 | $449,218 | |
| 3 | CRM |
Salesforce, Inc.
|
2,609 | $408,725 | |
| 4 | ADSK |
Autodesk, Inc.
This page
|
2,029 | $394,478 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,694 | $379,371 | |
| 6 | PAYX |
Paychex Inc
|
2,831 | $278,372 | |
| 7 | SHOP |
Shopify Inc.
|
1,925 | $219,796 |
All Filings in ADSK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,478 | 2,029 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $499,149 | 2,085 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $236,028 | 743 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||