Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership82,508 shares
Latest Disclosed Value $ 19,752,254
Captrust Financial Advisors reports 69.32% decrease in ownership of ADSK / Autodesk, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 82,508 shares of Autodesk, Inc. (MX:ADSK) valued at $19,752,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 268,963 shares of Autodesk, Inc.. This represents a change in shares of -69.32% 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)
2026-05-14 2026-03-31 13F AUTODESK INC COM Stock 052769106 82,508 -186,455 -69.32 19,752 -75.19 0.0341
2026-02-17 2025-12-31 13F AUTODESK INC COM Stock 052769106 268,963 5,253 1.99 79,616 -4.96 0.1514
2025-11-19 2025-09-30 13F AUTODESK INC COM Stock 052769106 263,710 12,758 5.08 83,773 7.83 0.1708
2025-08-15 2025-06-30 13F AUTODESK INC COM Stock 052769106 250,952 10,958 4.57 77,687 23.65 0.1733
2025-05-15 2025-03-31 13F AUTODESK INC COM Stock 052769106 239,994 13,599 6.01 62,830 -6.10 0.1576
2025-02-14 2024-12-31 13F AUTODESK INC COM Stock 052769106 226,395 10,468 4.85 66,916 12.49 0.1911
2024-11-14 2024-09-30 13F AUTODESK INC COM Stock 052769106 215,927 2,810 1.32 59,483 12.80 0.1765
2024-08-15 2024-06-30 13F AUTODESK INC COM Stock 052769106 213,117 -159,569 -42.82 52,736 -2.05 0.1697
2024-05-15 2024-03-31 13F AUTODESK INC COM Stock 052769106 372,686 163,735 78.36 53,839 5.82 0.1978
2024-02-14 2023-12-31 13F AUTODESK INC COM Stock 052769106 208,951 6,599 3.26 50,875 21.51 0.1752
2023-11-15 2023-09-30 13F AUTODESK INC COM Stock 052769106 202,352 20,973 11.56 41,869 12.82 0.1600
2023-08-15 2023-06-30 13F AUTODESK INC COM Stock 052769106 181,379 16,586 10.06 37,112 8.19 0.1463
2023-05-15 2023-03-31 13F AUTODESK INC COM Stock 052769106 164,793 145,092 736.47 34,303 831.89 0.1507
2023-02-15 2022-12-31 13F AUTODESK INC COM Stock 052769106 19,701 8,466 75.35 3,682 75.37 0.0185
2022-11-16 2022-09-30 13F AUTODESK INC COM Stock 052769106 11,235 431 3.99 2,099 12.97 0.0122
2022-08-23 2022-06-30 13F/A-1 AUTODESK INC COM Common Stock 052769106 10,804 3,398 45.88 1,858 17.08 0.0120
2022-08-16 2022-06-30 13F AUTODESK INC COM COM 052769106 11,708 4,302 2,013 0.0146
2022-05-16 2022-03-31 13F AUTODESK COM 052769106 7,406 1,497 25.33 1,587 -4.51 0.0103
2022-02-14 2021-12-31 13F AUTODESK INC COM Common Stock 052769106 5,909 241 4.25 1,662 2.85 0.0114
2021-11-16 2021-09-30 13F AUTODESK INC COM Common Stock 052769106 5,668 -212 -3.61 1,616 -5.83 0.0134
2021-08-16 2021-06-30 13F AUTODESK INC COM Common Stock 052769106 5,880 -593 -9.16 1,716 -4.35 0.0160
2021-05-17 2021-03-31 13F AUTODESK INC COM Common Stock 052769106 6,473 962 17.46 1,794 6.60 0.0194
2021-02-16 2020-12-31 13F AUTODESK INC COM Common Stock 052769106 5,511 42 0.77 1,683 31.48 0.0223
2020-11-17 2020-09-30 13F AUTODESK INC COM Common Stock 052769106 5,469 662 13.77 1,280 10.34 0.0212
2020-08-14 2020-06-30 13F AUTODESK INC COM Common Stock 052769106 4,807 312 6.94 1,160 85.30 0.0191
2020-05-15 2020-03-31 13F AUTODESK INC COM Common Stock 052769106 4,495 105 2.39 626 -24.12 0.0138
2020-02-14 2019-12-31 13F AUTODESK COM 052769106 4,390 2,139 95.02 825 148.49 0.0130
2019-11-14 2019-09-30 13F AUTODESK INC COM Common Stock 052769106 2,251 -107 -4.54 332 -13.54 0.0117
2019-08-13 2019-06-30 13F AUTODESK INC COM Common Stock 052769106 2,358 207 9.62 384 14.63 0.0142
2019-05-15 2019-03-31 13F AUTODESK INC COM Common Stock 052769106 2,151 535 33.11 335 61.06 0.0136
2019-02-13 2018-12-31 13F AUTODESK INC COM Common Stock 052769106 1,616 0 0.00 208 -17.46 0.0112
2018-11-15 2018-09-30 13F AUTODESK INC COM Common Stock 052769106 1,616 0 0.00 252 18.87 0.0113
2018-08-13 2018-06-30 13F AUTODESK INC COM Common Stock 052769106 1,616 500 44.80 212 54.74 0.0117
2018-05-15 2018-03-31 13F AUTODESK INC COM Common Stock 052769106 1,116 941 537.71 137 661.11 0.0085
2018-02-14 2017-12-31 13F AUTODESK INC COM Common Stock 052769106 175 100 133.33 18 125.00 0.0011
2018-02-16 2017-09-30 13F/A-1 AUTODESK INC COM Common Stock 052769106 75 -425 -85.00 8 -84.00 0.0006
2017-08-10 2017-06-30 13F AUTODESK INC COM Common Stock 052769106 500 500 50 0.0043
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.