Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership2,466 shares
Latest Disclosed Value $ 590,353
IHT Wealth Management, LLC reports 0.65% increase in ownership of ADSK / Autodesk, Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,466 shares of Autodesk, Inc. (MX:ADSK) valued at $590,353 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,450 shares of Autodesk, Inc.. This represents a change in shares of 0.65% 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)
2026-05-15 2026-03-31 13F Autodesk COM 052769106 2,466 16 0.65 590 -18.62 0.0137
2026-02-17 2025-12-31 13F Autodesk COM 052769106 2,450 406 19.86 725 11.71 0.0176
2025-11-14 2025-09-30 13F Autodesk COM 052769106 2,044 13 0.64 649 3.34 0.0164
2025-08-14 2025-06-30 13F Autodesk COM 052769106 2,031 -30 -1.46 629 16.51 0.0173
2025-05-15 2025-03-31 13F Autodesk COM 052769106 2,061 79 3.99 540 -7.86 0.0169
2025-02-14 2024-12-31 13F Autodesk COM 052769106 1,982 -320 -13.90 586 -7.58 0.0189
2024-11-14 2024-09-30 13F Autodesk COM 052769106 2,302 168 7.87 633 19.89 0.0180
2024-08-14 2024-06-30 13F AUTODESK COM 052769106 2,134 -16 -0.74 528 -5.55 0.0197
2024-05-15 2024-03-31 13F Autodesk COM 052769106 2,150 -45 -2.05 560 4.68 0.0224
2024-02-14 2023-12-31 13F AUTODESK COM 052769106 2,195 -25 -1.13 534 16.34 0.0238
2023-11-14 2023-09-30 13F AUTODESK COM 052769106 2,220 43 1.98 459 3.15 0.0233
2023-08-15 2023-06-30 13F AUTODESK COM 052769106 2,177 -473 -17.85 445 -19.24 0.0232
2023-05-15 2023-03-31 13F AUTODESK COM 052769106 2,650 -16 -0.60 552 10.64 0.0315
2023-02-15 2022-12-31 13F AUTODESK COM 052769106 2,666 -122 -4.38 498 -4.41 0.0313
2022-11-22 2022-09-30 13F AUTODESK COM 052769106 2,788 818 41.52 521 53.69 0.0396
2022-08-15 2022-06-30 13F AUTODESK COM 052769106 1,970 -1 -0.05 339 -19.67 0.0299
2022-05-16 2022-03-31 13F AUTODESK COM 052769106 1,971 -735 -27.16 422 -44.55 0.0320
2022-02-14 2021-12-31 13F AUTODESK COM 052769106 2,706 848 45.64 761 43.58 0.0561
2021-11-15 2021-09-30 13F AUTODESK COM 052769106 1,858 -416 -18.29 530 -20.18 0.0431
2021-08-16 2021-06-30 13F AUTODESK COM 052769106 2,274 -105 -4.41 664 0.76 0.0421
2021-05-18 2021-03-31 13F AUTODESK COM 052769106 2,379 3 0.13 659 -9.10 0.0474
2021-02-17 2020-12-31 13F AUTODESK COM 052769106 2,376 605 34.16 725 77.26 0.0603
2020-11-19 2020-09-30 13F AUTODESK COM 052769106 1,771 127 7.73 409 4.07 0.0410
2020-08-14 2020-06-30 13F AUTODESK COM 052769106 1,644 -169 -9.32 393 38.87 0.0538
2020-05-13 2020-03-31 13F AUTODESK COM 052769106 1,813 140 8.37 283 -7.82 0.0407
2020-02-18 2019-12-31 13F AUTODESK COM 052769106 1,673 45 2.76 307 27.92 0.0364
2019-11-15 2019-09-30 13F AUTODESK COM 052769106 1,628 336 26.01 240 14.29 0.0326
2019-08-12 2019-06-30 13F AUTODESK COM 052769106 1,292 1,292 210 0.0305
2018-08-13 2018-06-30 13F AUTODESK COM 052769106 0 -1,031 -100.00 0 -100.00
2018-05-14 2018-03-31 13F AUTODESK COM 052769106 1,031 948 1,142.17 127 1,311.11 0.0341
2018-02-14 2017-12-31 13F AUTODESK COM 052769106 83 0 0.00 9 -10.00 0.0024
2017-11-14 2017-09-30 13F AUTODESK COM 052769106 83 52 167.74 10 233.33 0.0043
2017-08-14 2017-06-30 13F/A-1 AUTODESK COM 052769106 31 0 0.00 3 0.00 0.0015
2017-08-14 2017-06-30 13F AUTODESK COM 052769106 31 0 28
2017-05-15 2017-03-31 13F AUTODESK COM 052769106 31 0 0.00 3 50.00 0.0020
2017-02-14 2016-12-31 13F AUTODESK COM 052769106 31 31 2 0.0015
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.