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CAPTRUST FINANCIAL ADVISORS: ADSK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ADSK, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 77,874 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,874 shares
    Change vs previous 13F -4,634 shares

    0.02% of the 13F portfolio, value $15,140,262.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 82,508 shares
    Change vs previous 13F -186,455 shares

    0.03% of the 13F portfolio, value $19,752,254.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 268,963 shares
    Change vs previous 13F +5,253 shares

    0.15% of the 13F portfolio, value $79,615,814.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 263,710 shares
    Change vs previous 13F +12,758 shares

    0.17% of the 13F portfolio, value $83,772,800.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 250,952 shares
    Change vs previous 13F +10,958 shares

    0.17% of the 13F portfolio, value $77,687,176.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 239,994 shares
    Change vs previous 13F +13,599 shares

    0.16% of the 13F portfolio, value $62,830,400.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 226,395 shares
    Change vs previous 13F +10,468 shares

    0.19% of the 13F portfolio, value $66,915,540.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 215,927 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $59,483,488.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).