Position in ADSK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,765,997
-$8,239,414 QoQ
Shares Held
117,097
-9.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#165
of 1,188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $365,975,451 across 56 Software - Application names. ADSK ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
544,491 | $39,290,470 | |
| 2 | ADP |
Automatic Data Processing Inc
|
166,358 | $37,255,872 | |
| 3 | NOW |
ServiceNow, Inc.
|
367,393 | $36,474,776 | |
| 4 | CRM |
Salesforce, Inc.
|
228,978 | $35,871,692 | |
| 5 | SHOP |
Shopify Inc.
|
303,346 | $34,636,044 | |
| 6 | PAYX |
Paychex Inc
|
235,405 | $23,147,372 | |
| 7 | ADSK |
Autodesk, Inc.
This page
|
117,097 | $22,765,997 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
59,752 | $22,426,119 |
All Filings in ADSK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,765,997 | 117,097 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $31,005,411 | 129,513 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $40,244,630 | 135,957 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $43,327,010 | 136,390 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $43,610,982 | 140,876 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $37,147,324 | 141,892 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $44,283,478 | 149,824 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $40,872,140 | 148,367 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $41,520,376 | 167,793 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $56,797,860 | 218,101 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $54,953,678 | 225,701 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $41,269,646 | 199,457 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $37,588,901 | 183,710 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $38,291,239 | 183,951 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $35,819,427 | 191,681 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $38,165,854 | 204,314 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $34,735,231 | 201,996 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $45,786,873 | 213,608 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $60,620,906 | 215,587 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $63,616,577 | 223,083 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $64,412,987 | 220,668 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $61,374,033 | 221,447 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $68,578,445 | 224,597 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $49,687,707 | 215,089 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $49,964,875 | 208,892 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $30,968,989 | 198,392 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||