Position in ADSK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$326,431
-$183,730 QoQ
Shares Held
1,679
-21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#763
of 1,188 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $6,092,207 across 10 Software - Application names. ADSK ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
13,470 | $3,016,606 | |
| 2 | SNOW |
Snowflake Inc.
|
1,863 | $474,133 | |
| 3 | TEAM |
Atlassian Corp
|
6,062 | $471,562 | |
| 4 | CRM |
Salesforce, Inc.
|
2,709 | $424,391 | |
| 5 | ROP |
Roper Technologies Inc
|
1,066 | $360,723 | |
| 6 | PAYX |
Paychex Inc
|
3,526 | $346,711 | |
| 7 | ADSK |
Autodesk, Inc.
This page
|
1,679 | $326,431 | |
| 8 | ADBE |
Adobe Inc.
|
1,173 | $240,488 |
All Filings in ADSK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,431 | 1,679 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $510,161 | 2,131 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $665,726 | 2,249 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $753,830 | 2,373 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $808,906 | 2,613 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $696,911 | 2,662 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $852,423 | 2,884 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $919,827 | 3,339 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,064,529 | 4,302 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $1,710,698 | 6,569 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $2,160,398 | 8,873 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,900,468 | 9,185 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,918,627 | 9,377 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,979,809 | 9,511 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,687,809 | 9,032 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,587,800 | 8,500 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,280,758 | 7,448 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,311,178 | 6,117 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,877,224 | 6,676 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,725,563 | 6,051 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,636,683 | 5,607 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,362,469 | 4,916 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $905,943 | 2,967 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $499,905 | 2,164 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $345,151 | 1,443 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||