Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership1,517 shares
Latest Disclosed Value $ 363,170
BSW Wealth Partners reports 10.76% decrease in ownership of ADSK / Autodesk, Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 1,517 shares of Autodesk, Inc. (MX:ADSK) valued at $363,170 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,700 shares of Autodesk, Inc.. This represents a change in shares of -10.76% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F AUTODESK COM 052769106 1,517 -183 -10.76 363 -27.83 0.0443
2026-01-23 2025-12-31 13F AUTODESK COM 052769106 1,700 3 0.18 503 -6.68 0.0604
2025-10-15 2025-09-30 13F AUTODESK COM 052769106 1,697 -130 -7.12 539 -4.60 0.0671
2025-07-18 2025-06-30 13F AUTODESK COM 052769106 1,827 201 12.36 566 32.94 0.0775
2025-04-24 2025-03-31 13F AUTODESK COM 052769106 1,626 -84 -4.91 426 -15.84 0.0646
2025-01-22 2024-12-31 13F AUTODESK COM 052769106 1,710 153 9.83 505 17.99 0.0742
2024-10-29 2024-09-30 13F AUTODESK COM 052769106 1,557 105 7.23 429 19.22 0.0644
2024-07-16 2024-06-30 13F AUTODESK COM 052769106 1,452 83 6.06 359 0.84 0.0590
2024-04-23 2024-03-31 13F AUTODESK COM 052769106 1,369 491 55.92 357 67.14 0.0604
2024-01-25 2023-12-31 13F AUTODESK COM 052769106 878 878 214 0.0424
2023-10-27 2023-09-30 13F AUTODESK COM 052769106 0 -998 -100.00 0 -100.00
2023-08-11 2023-06-30 13F AUTODESK COM 052769106 998 -3,342 -77.00 204 -77.41 0.0426
2023-05-15 2023-03-31 13F AUTODESK COM 052769106 4,340 1,001 29.98 903 0.1851
2023-02-14 2022-12-31 13F AUTODESK COM 052769106 3,339 555 19.94 1 -100.00 0.1340
2022-11-14 2022-09-30 13F AUTODESK COM 052769106 2,784 -10 -0.36 520 8.33 0.1277
2022-08-15 2022-06-30 13F AUTODESK COM 052769106 2,794 224 8.72 480 -12.89 0.1150
2022-05-16 2022-03-31 13F AUTODESK COM 052769106 2,570 335 14.99 551 -12.26 0.1393
2022-02-14 2021-12-31 13F AUTODESK COM 052769106 2,235 449 25.14 628 23.38 0.1577
2021-11-15 2021-09-30 13F AUTODESK COM 052769106 1,786 197 12.40 509 9.70 0.1423
2021-08-16 2021-06-30 13F AUTODESK COM 052769106 1,589 312 24.43 464 31.07 0.1276
2021-05-17 2021-03-31 13F AUTODESK COM 052769106 1,277 142 12.51 354 2.02 0.1023
2021-02-16 2020-12-31 13F AUTODESK COM 052769106 1,135 108 10.52 347 46.41 0.1067
2020-11-13 2020-09-30 13F AUTODESK COM 052769106 1,027 -522 -33.70 237 -36.12 0.0890
2020-08-13 2020-06-30 13F AUTODESK COM 052769106 1,549 1,549 371 0.1243
2020-05-14 2020-03-31 13F AUTODESK COM 052769106 0 -2,667 -100.00 0 -100.00
2020-02-18 2019-12-31 13F AUTODESK COM 052769106 2,667 2,667 489 0.1666
2019-11-12 2019-09-30 13F AUTODESK INC COM COM 052769106 0 -361 -100.00 0 -100.00
2019-08-13 2019-06-30 13F AUTODESK INC COM COM 052769106 361 361 59 0.0223
2019-02-13 2018-12-31 13F AUTODESK INC COM COM 052769106 0 -1,861 -100.00 0 -100.00
2018-11-09 2018-09-30 13F AUTODESK INC COM COM 052769106 1,861 1,861 291 0.1109
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.