Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership649 shares
Latest Disclosed Value $ 155,370
Western Wealth Management, LLC reports 67.45% decrease in ownership of ADSK / Autodesk, Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 649 shares of Autodesk, Inc. (MX:ADSK) valued at $155,370 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,994 shares of Autodesk, Inc.. This represents a change in shares of -67.45% 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)
2026-05-19 2026-03-31 13F AUTODESK COM 052769106 649 -1,345 -67.45 155 -73.73 0.0036
2026-02-05 2025-12-31 13F AUTODESK Common Stock 052769106 1,994 -375 -15.83 590 -21.54 0.0272
2025-11-06 2025-09-30 13F AUTODESK Common Stock 052769106 2,369 322 15.73 753 18.80 0.0397
2025-08-11 2025-06-30 13F AUTODESK Common Stock 052769106 2,047 230 12.66 634 33.26 0.0376
2025-04-23 2025-03-31 13F AUTODESK Common Stock 052769106 1,817 1,023 128.84 476 102.99 0.0315
2025-04-16 2024-12-31 13F/A-1 AUTODESK Common Stock 052769106 794 30 3.93 235 11.43 0.0153
2024-11-12 2024-09-30 13F AUTODESK COM 052769106 764 764 210 0.0120
2023-02-03 2022-12-31 13F AUTODESK COM 052769106 0 -1,758 -100.00 0 -100.00
2022-11-07 2022-09-30 13F AUTODESK COM 052769106 1,758 11 0.63 327 8.28 0.0187
2022-07-18 2022-06-30 13F AUTODESK COM 052769106 1,747 -174 -9.06 302 -26.70 0.0173
2022-05-10 2022-03-31 13F AUTODESK COM 052769106 1,921 723 60.35 412 21.53 0.0200
2022-02-14 2021-12-31 13F AUTODESK COM 052769106 1,198 299 33.26 339 28.41 0.0335
2021-08-09 2021-06-30 13F AUTODESK COM 052769106 899 101 12.66 264 19.46 0.0271
2021-05-14 2021-03-31 13F AUTODESK COM 052769106 798 11 1.40 221 -7.92 0.0297
2021-02-10 2020-12-31 13F AUTODESK COM 052769106 787 787 240 0.0352
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.