Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionJacobi Capital Management LLC
Latest Disclosed Ownership2,909 shares
Latest Disclosed Value $ 696,416
Jacobi Capital Management LLC reports 3.71% increase in ownership of ADSK / Autodesk, Inc.

On May 14, 2026 - Jacobi Capital Management LLC filed a 13F-HR form disclosing ownership of 2,909 shares of Autodesk, Inc. (MX:ADSK) valued at $696,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,805 shares of Autodesk, Inc.. This represents a change in shares of 3.71% 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 2,909 104 3.71 696 -16.14 0.0389
2026-02-13 2025-12-31 13F AUTODESK COM 052769106 2,805 -22 -0.78 830 -7.57 0.0481
2025-11-07 2025-09-30 13F AUTODESK COM 052769106 2,827 55 1.98 898 4.66 0.0547
2025-08-12 2025-06-30 13F AUTODESK COM 052769106 2,772 287 11.55 858 32.00 0.0570
2025-05-27 2025-03-31 13F AUTODESK COM 052769106 2,485 -25 -1.00 651 -12.28 0.0480
2025-02-05 2024-12-31 13F AUTODESK COM 052769106 2,510 18 0.72 742 8.02 0.0554
2024-11-14 2024-09-30 13F AUTODESK COM 052769106 2,492 0 0.00 687 11.36 0.0519
2024-08-09 2024-06-30 13F AUTODESK COM 052769106 2,492 -117 -4.48 617 -9.28 0.0535
2024-05-10 2024-03-31 13F AUTODESK COM 052769106 2,609 29 1.12 679 8.12 0.0628
2024-02-14 2023-12-31 13F AUTODESK COM 052769106 2,580 119 4.84 628 23.38 0.0644
2023-11-13 2023-09-30 13F AUTODESK COM 052769106 2,461 38 1.57 509 2.83 0.0576
2023-08-08 2023-06-30 13F AUTODESK COM 052769106 2,423 -33 -1.34 496 -3.13 0.0555
2023-05-05 2023-03-31 13F AUTODESK COM 052769106 2,456 -305 -11.05 511 -0.78 0.0607
2023-02-13 2022-12-31 13F AUTODESK COM 052769106 2,761 -136 -4.69 516 -4.81 0.0645
2022-11-09 2022-09-30 13F AUTODESK COM 052769106 2,897 65 2.30 541 11.09 0.0741
2022-08-05 2022-06-30 13F AUTODESK COM 052769106 2,832 1,279 82.36 487 46.25 0.0648
2022-05-06 2022-03-31 13F AUTODESK COM 052769106 1,553 740 91.02 333 45.41 0.0398
2022-02-14 2021-12-31 13F AUTODESK COM 052769106 813 290 55.45 229 53.69 0.0273
2021-11-15 2021-09-30 13F AUTODESK COM 052769106 523 19 3.77 149 1.36 0.0189
2021-08-12 2021-06-30 13F AUTODESK COM 052769106 504 68 15.60 147 21.49 0.0194
2021-05-11 2021-03-31 13F AUTODESK COM 052769106 436 -161 -26.97 121 -33.52 0.0179
2021-02-08 2020-12-31 13F AUTODESK COM 052769106 597 100 20.12 182 58.26 0.0287
2020-10-30 2020-09-30 13F AUTODESK COM 052769106 497 0 0.00 115 -3.36 0.0202
2020-08-04 2020-06-30 13F/A-1 AUTODESK COM 052769106 497 0 0.00 119 52.56 0.0222
2020-07-27 2020-06-30 13F AUTODESK COM 052769106 497 0 119 22,247.8977
2020-04-24 2020-03-31 13F AUTODESK COM 052769106 497 209 72.57 78 47.17 0.0168
2020-02-03 2019-12-31 13F AUTODESK COM 052769106 288 0 0.00 53 23.26 0.0097
2019-11-12 2019-09-30 13F AUTODESK COM 052769106 288 25 9.51 43 0.00 0.0085
2019-08-07 2019-06-30 13F AUTODESK COM 052769106 263 0 0.00 43 4.88 0.0087
2019-05-13 2019-03-31 13F AUTODESK COM 052769106 263 -100 -27.55 41 -12.77 0.0105
2019-02-11 2018-12-31 13F AUTODESK COM 052769106 363 0 0.00 47 -17.54 0.0129
2018-11-14 2018-09-30 13F AUTODESK COM 052769106 363 0 0.00 57 18.75 0.0152
2018-08-14 2018-06-30 13F AUTODESK COM 052769106 363 0 0.00 48 6.67 0.0139
2018-05-03 2018-03-31 13F AUTODESK COM 052769106 363 0 0.00 45 12.50 0.0135
2018-02-05 2017-12-31 13F AUTODESK COM 052769106 363 -165 -31.25 40 -35.48 0.0129
2017-11-02 2017-09-30 13F AUTODESK COM 052769106 528 0 0.00 62 12.73 0.0210
2017-08-10 2017-06-30 13F AUTODESK COM 052769106 528 365 223.93 55 292.86 0.0213
2017-05-26 2017-03-31 13F AUTODESK COM 052769106 163 63 63.00 14 75.00 0.0072
2017-02-08 2016-12-31 13F AUTODESK COM 052769106 100 -63 -38.65 8 -33.33 0.0049
2016-11-14 2016-09-30 13F AUTODESK COM 052769106 163 0 0.00 12 33.33 0.0057
2016-11-14 2016-06-30 13F AUTODESK COM 052769106 163 163 9 0.0045
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.