PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in ADSK — Autodesk, Inc.
CIK 2145782
WALTHAM, MA
Position in ADSK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$225,138
New position
Shares Held
1,158
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#856
of 1,188 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,224,969 across 19 Software - Application names. ADSK ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRAB |
Grab Holdings Ltd
|
107,832 | $406,526 | |
| 2 | UBER |
Uber Technologies, Inc
|
4,478 | $323,132 | |
| 3 | ADSK |
Autodesk, Inc.
This page
|
1,158 | $225,138 | |
| 4 | ESTC |
Elastic N.V.
|
3,853 | $219,698 | |
| 5 | DT |
Dynatrace, Inc.
|
4,565 | $200,449 | |
| 6 | PAR |
Par Technology Corp
|
9,473 | $165,019 | |
| 7 | TTAN |
ServiceTitan, Inc.
|
2,169 | $153,369 | |
| 8 | SAP |
Sap SE
|
743 | $114,503 |
All Filings in ADSK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,138 | 1,158 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||