Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionPhoenix Wealth Advisors
Latest Disclosed Ownership919 shares
Latest Disclosed Value $ 220,009
Phoenix Wealth Advisors ownership in ADSK / Autodesk, Inc.

On April 22, 2026 - Phoenix Wealth Advisors filed a 13F-HR form disclosing ownership of 919 shares of Autodesk, Inc. (MX:ADSK) valued at $220,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 919 shares of Autodesk, Inc.. This represents a change in shares of 0.00% 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)
2026-04-22 2026-03-31 13F AUTODESK COM 052769106 919 0 0.00 220 -19.12 0.0869
2026-01-22 2025-12-31 13F AUTODESK COM 052769106 919 0 0.00 272 -6.53 0.1046
2025-10-28 2025-09-30 13F AUTODESK COM 052769106 919 0 0.00 292 2.46 0.1122
2025-08-08 2025-06-30 13F AUTODESK COM 052769106 919 0 0.00 284 18.33 0.1191
2025-05-14 2025-03-31 13F AUTODESK COM 052769106 919 0 0.00 241 -11.44 0.1048
2025-01-17 2024-12-31 13F AUTODESK COM 052769106 919 0 0.00 272 7.11 0.1178
2024-11-08 2024-09-30 13F AUTODESK COM 052769106 919 0 0.00 253 11.45 0.1175
2024-07-17 2024-06-30 13F AUTODESK COM 052769106 919 0 0.00 227 -5.02 0.1141
2024-04-26 2024-03-31 13F AUTODESK COM 052769106 919 0 0.00 239 11.16 0.1458
2024-01-30 2023-12-31 13F AUTODESK COM 052769106 919 919 215 0.1499
2022-04-29 2022-03-31 13F AUTODESK COM 052769106 0 -919 -100.00 0 -100.00
2022-02-11 2021-12-31 13F AUTODESK COM 052769106 919 0 0.00 258 -1.53 0.1948
2021-11-15 2021-09-30 13F AUTODESK COM 052769106 919 0 0.00 262 -3.68 0.1956
2021-07-23 2021-06-30 13F AUTODESK COM 052769106 919 0 0.00 272 4.21 0.1962
2021-04-12 2021-03-31 13F AUTODESK COM 052769106 919 0 0.00 261 -7.12 0.2030
2021-02-05 2020-12-31 13F AUTODESK COM 052769106 919 919 281 0.2134
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.