Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionFirst Affirmative Financial Network
Latest Disclosed Ownership1,907 shares
Latest Disclosed Value $ 456,646
First Affirmative Financial Network reports 13.78% increase in ownership of ADSK / Autodesk, Inc.

On May 11, 2026 - First Affirmative Financial Network filed a 13F-HR/A form disclosing ownership of 1,907 shares of Autodesk, Inc. (MX:ADSK) valued at $456,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 20, 2025 disclosing 1,676 shares of Autodesk, Inc.. This represents a change in shares of 13.78% 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)
2026-05-11 2026-03-31 13F/A-1 AUTODESK COM 052769106 1,907 231 13.78 457 -14.29 0.1772
2026-05-08 2026-03-31 13F AUTODESK COM 052769106 1,676 0 532 0.2505
2025-11-20 2025-09-30 13F AUTODESK COM 052769106 1,676 -26 -1.53 532 0.95 0.2505
2025-11-20 2025-06-30 13F AUTODESK COM 052769106 1,702 -29 -1.68 527 16.34 0.2709
2025-04-11 2025-03-31 13F AUTODESK COM 052769106 1,731 -75 -4.15 453 -15.01 0.2776
2025-01-23 2024-12-31 13F AUTODESK COM 052769106 1,806 -67 -3.58 534 3.29 0.3081
2024-10-10 2024-09-30 13F AUTODESK COM 052769106 1,873 47 2.57 516 14.41 0.2825
2024-07-10 2024-06-30 13F AUTODESK COM 052769106 1,826 24 1.33 452 -3.84 0.3136
2024-04-11 2024-03-31 13F AUTODESK COM 052769106 1,802 49 2.80 469 10.09 0.3459
2024-01-08 2023-12-31 13F AUTODESK COM 052769106 1,753 -36 -2.01 427 15.14 0.3409
2023-10-16 2023-09-30 13F AUTODESK COM 052769106 1,789 239 15.42 370 16.72 0.3622
2023-07-10 2023-06-30 13F AUTODESK COM 052769106 1,550 503 48.04 317 46.08 0.3167
2023-04-11 2023-03-31 13F AUTODESK COM 052769106 1,047 1,047 218 0.2521
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.