Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership3,707 shares
Latest Disclosed Value $ 887,462
EP Wealth Advisors, Inc. reports 16.00% decrease in ownership of ADSK / Autodesk, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,707 shares of Autodesk, Inc. (MX:ADSK) valued at $887,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 4,413 shares of Autodesk, Inc.. This represents a change in shares of -16.00% 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 COM 052769106 3,707 -706 -16.00 887 -32.08 0.0044
2026-02-18 2025-12-31 13F AUTODESK COM 052769106 4,413 1,439 48.39 1,306 41.96 0.0068
2025-08-14 2025-06-30 13F Autodesk COM 052769106 2,974 68 2.34 921 21.05 0.0061
2025-05-15 2025-03-31 13F AUTODESK COM 052769106 2,906 160 5.83 761 -6.29 0.0061
2025-02-14 2024-12-31 13F AUTODESK COM 052769106 2,746 -141 -4.88 812 2.01 0.0066
2024-11-15 2024-09-30 13F AUTODESK COM 052769106 2,887 534 22.69 795 36.60 0.0068
2024-08-19 2024-06-30 13F Autodesk COM 052769106 2,353 1,576 202.83 582 188.12 0.0062
2024-05-14 2024-03-31 13F AUTODESK COM 052769106 777 777 202 0.0024
2024-02-28 2023-12-31 13F AUTODESK COM 052769106 0 -1,048 -100.00 0 -100.00
2023-11-24 2023-09-30 13F AUTODESK COM 052769106 1,048 -13,400 -92.75 217 1.41 0.0034
2023-08-14 2023-06-30 13F AUTODESK COM 052769106 14,448 13,424 1,310.94 214 0.00 0.0031
2023-06-05 2023-03-31 13F AUTODESK COM 052769106 1,024 -199 -16.27 213 -6.58 0.0037
2023-06-12 2022-12-31 13F AUTODESK COM 052769106 1,223 1,223 229 0.0041
2022-12-02 2022-09-30 13F AUTODESK COM 052769106 0 -4,294 -100.00 0 -100.00
2022-08-11 2022-06-30 13F AUTODESK COM 052769106 4,294 2,393 125.88 738 81.33 0.0166
2022-05-20 2022-03-31 13F AUTODESK COM 052769106 1,901 535 39.17 407 5.99 0.0089
2022-02-17 2021-12-31 13F AUTODESK COM 052769106 1,366 -32 -2.29 384 -3.76 0.0091
2021-11-23 2021-09-30 13F/A-1 AUTODESK COM 052769106 1,398 -10 -0.71 399 -2.92 0.0109
2021-11-16 2021-09-30 13F AUTODESK COM 052769106 1,408 0 399 0.0109
2021-08-24 2021-06-30 13F AUTODESK COM 052769106 1,408 72 5.39 411 11.08 0.0114
2021-05-17 2021-03-31 13F AUTODESK COM 052769106 1,336 175 15.07 370 4.52 0.0118
2021-02-18 2020-12-31 13F AUTODESK COM 052769106 1,161 11 0.96 354 33.08 0.0124
2020-11-17 2020-09-30 13F AUTODESK COM 052769106 1,150 1,150 -0.95 266 -24.86 0.0114
2020-05-18 2020-03-31 13F AUTODESK COM 052769106 0 -1,510 -100.00 0 -100.00
2020-02-14 2019-12-31 13F AUTODESK COM 052769106 1,510 -3 -0.20 277 24.22 0.0114
2019-11-18 2019-09-30 13F AUTODESK COM 052769106 1,513 1,513 0.20 223 -19.49 0.0111
2019-08-27 2019-06-30 13F AUTODESK COM 052769106 0 -2,343 -100.00 0 -100.00
2019-05-20 2019-03-31 13F AUTODESK COM 052769106 2,343 2,343 365 0.0351
2017-02-15 2016-12-31 13F AUTODESK COM 052769106 0 -3,520 -100.00 0 -100.00
2016-11-14 2016-09-30 13F AUTODESK COM 052769106 3,520 3,520 0.00 255 0.0398
2016-08-15 2016-06-30 13F AUTODESK COM 052769106 0 -3,520 -100.00 0 -100.00
2016-05-16 2016-03-31 13F AUTODESK COM 052769106 3,520 -69 -1.92 205 -6.39 0.0314
2016-02-16 2015-12-31 13F AUTODESK COM 052769106 3,589 3,589 1.96 219 6.83 0.0368
2015-08-14 2015-06-30 13F Autodesk Common 052769106 0 -3,700 -100.00 0 -100.00
2015-05-15 2015-03-31 13F Autodesk Common 052769106 3,700 0 0.00 217 -2.70 0.0408
2015-02-17 2014-12-31 13F Autodesk Common 052769106 3,700 3,700 222 0.0366
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.