Position in ADSK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$367,259
-$366,741 QoQ
Shares Held
1,889
-38.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#745
of 1,193 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Premier Path Wealth Partners, LLC holds $6,689,317 across 10 Software - Application names. ADSK ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
13,938 | $1,005,766 | |
| 2 | CRM |
Salesforce, Inc.
|
6,404 | $1,003,250 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,599 | $952,988 | |
| 4 | INTU |
Intuit Inc.
|
2,972 | $775,692 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,455 | $773,747 | |
| 6 | ADBE |
Adobe Inc.
|
3,133 | $642,327 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,298 | $487,165 | |
| 8 | ADSK |
Autodesk, Inc.
This page
|
1,889 | $367,259 |
All Filings in ADSK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,259 | 1,889 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $734,000 | 3,066 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $696,807 | 2,354 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $575,935 | 1,813 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $541,437 | 1,749 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $306,567 | 1,171 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $329,560 | 1,115 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $288,703 | 1,048 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $234,335 | 947 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $283,857 | 1,090 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $258,332 | 1,061 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||