Position in ADSK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$215,417
-$48,162 QoQ
Shares Held
1,108
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#865
of 1,188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $123,372,328 across 22 Software - Application names. ADSK ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
523,959 | $37,808,881 | |
| 2 | CRM |
Salesforce, Inc.
|
231,559 | $36,276,032 | |
| 3 | INTU |
Intuit Inc.
|
99,054 | $25,853,094 | |
| 4 | ADP |
Automatic Data Processing Inc
|
98,912 | $22,151,342 | |
| 5 | SHOP |
Shopify Inc.
|
2,107 | $240,577 | |
| 6 | DT |
Dynatrace, Inc.
|
5,239 | $230,044 | |
| 7 | ADSK |
Autodesk, Inc.
This page
|
1,108 | $215,417 | |
| 8 | ADBE |
Adobe Inc.
|
935 | $191,693 |
All Filings in ADSK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,417 | 1,108 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $263,579 | 1,101 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $341,891 | 1,155 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $366,908 | 1,155 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $349,814 | 1,130 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $295,834 | 1,130 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $275,471 | 932 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $256,747 | 932 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $229,138 | 926 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $244,794 | 940 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $228,140 | 937 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $193,874 | 937 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $191,719 | 937 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $195,045 | 937 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $175,097 | 937 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $176,712 | 946 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $168,520 | 980 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $198,488 | 926 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $260,381 | 926 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $264,067 | 926 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $275,553 | 944 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $261,629 | 944 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $288,240 | 944 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $213,915 | 926 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $221,489 | 926 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $144,548 | 926 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||