Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionLifePlan Financial, LLC
Latest Disclosed Ownership5,366 shares
Latest Disclosed Value $ 1,284,620
LifePlan Financial, LLC reports 50.31% increase in ownership of ADSK / Autodesk, Inc.

On April 14, 2026 - LifePlan Financial, LLC filed a 13F-HR form disclosing ownership of 5,366 shares of Autodesk, Inc. (MX:ADSK) valued at $1,284,620 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 3,570 shares of Autodesk, Inc.. This represents a change in shares of 50.31% 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)
2026-04-14 2026-03-31 13F AUTODESK COM 052769106 5,366 1,796 50.31 1,285 21.59 0.9493
2026-01-20 2025-12-31 13F AUTODESK COM 052769106 3,570 -242 -6.35 1,057 -12.73 0.8104
2025-11-13 2025-09-30 13F AUTODESK COM 052769106 3,812 196 5.42 1,211 8.13 0.9595
2025-07-09 2025-06-30 13F AUTODESK COM 052769106 3,616 -363 -9.12 1,119 7.49 0.9277
2025-04-25 2025-03-31 13F AUTODESK COM 052769106 3,979 402 11.24 1,042 -1.51 0.9084
2025-01-17 2024-12-31 13F AUTODESK COM 052769106 3,577 -41 -1.13 1,057 6.12 0.9342
2024-10-04 2024-09-30 13F AUTODESK COM 052769106 3,618 325 9.87 997 22.36 0.8555
2024-07-30 2024-06-30 13F AUTODESK COM 052769106 3,293 30 0.92 815 -4.12 0.7505
2024-04-30 2024-03-31 13F AUTODESK COM 052769106 3,263 1,002 44.32 850 54.36 0.7786
2024-01-30 2023-12-31 13F AUTODESK COM 052769106 2,261 2,261 551 0.5513
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.