CRUX WEALTH ADVISORS

Position in ADSK — Autodesk, Inc.

CIK 2054270 LONG BEACH, CA

Position in ADSK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$475,940

-$135,008 QoQ

Shares Held

2,448

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#689

of 1,188 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CRUX WEALTH ADVISORS holds $1,888,708 across 4 Software - Application names. ADSK ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	4,090	$640,739
2	ADSK	Autodesk, Inc. This page	2,448	$475,940
3	UBER	Uber Technologies, Inc	5,562	$401,353
4	ADBE	Adobe Inc.	1,808	$370,676

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,940	2,448	-4.1%	Shares	Sole	2026-07-21
2026-03-31	$610,948	2,552	-1.5%	Shares	Sole	2026-04-24
2025-12-31	$766,961	2,591	-1.7%	Shares	Sole	2026-01-21
2025-09-30	$837,695	2,637	+5.9%	Shares	Sole	2025-11-13
2025-06-30	$770,829	2,490	+31.5%	Shares	Sole	2025-07-29
2025-03-31	$495,849	1,894	+26.7%	Shares	Sole	2025-05-13
2024-12-31	$441,877	1,495	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.