Position in ADSK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,818,990
-$2,434,803 QoQ
Shares Held
29,930
-13.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#318
of 1,188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BURNEY CO/ holds $38,584,731 across 15 Software - Application names. ADSK ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
19,160 | $7,191,130 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
110,342 | $6,846,720 | |
| 3 | ADSK |
Autodesk, Inc.
This page
|
29,930 | $5,818,990 | |
| 4 | ZM |
Zoom Communications, Inc.
|
53,726 | $4,637,091 | |
| 5 | FICO |
Fair Isaac Corp
|
3,740 | $4,468,477 | |
| 6 | IDCC |
InterDigital, Inc.
|
9,410 | $2,664,253 | |
| 7 | UBER |
Uber Technologies, Inc
|
23,136 | $1,669,493 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,816 | $1,526,443 |
All Filings in ADSK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,818,990 | 29,930 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,253,793 | 34,477 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $22,666,669 | 76,574 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,476,104 | 70,753 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $27,482,695 | 88,777 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,580,613 | 51,874 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,389,112 | 41,916 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,631,041 | 42,221 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,619,287 | 26,750 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,741,505 | 29,727 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $7,062,867 | 29,008 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,998,320 | 28,990 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,937,160 | 43,679 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,412,161 | 40,412 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,976,674 | 48,037 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,129,901 | 27,462 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,825,646 | 16,432 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,523,914 | 16,440 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,622,763 | 16,440 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,772,319 | 16,735 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,829,193 | 16,544 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,667,482 | 16,841 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,266,504 | 17,248 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,036,668 | 17,474 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $4,268,823 | 17,847 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,797,624 | 17,922 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||