Autodesk, Inc.
US ˙ NasdaqGS ˙ US0527691069

SecurityADSK / Autodesk, Inc.
InstitutionAsset Dedication, LLC
Latest Disclosed Ownership620 shares
Latest Disclosed Value $ 148,428
Asset Dedication, LLC reports 10.40% decrease in ownership of ADSK / Autodesk, Inc.

On May 29, 2026 - Asset Dedication, LLC filed a 13F-HR form disclosing ownership of 620 shares of Autodesk, Inc. (US:ADSK) valued at $148,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 692 shares of Autodesk, Inc.. This represents a change in shares of -10.40% during the quarter. The current value of the position is $142,352 USD.

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)
2026-05-29 2026-03-31 13F AUTODESK COM 052769106 620 -72 -10.40 148 -27.45 0.0104
2026-01-26 2025-12-31 13F AUTODESK COM 052769106 692 501 262.30 205 240.00 0.0134
2025-11-20 2025-09-30 13F AUTODESK COM 052769106 191 -37 -16.23 61 -14.29 0.0041
2025-08-19 2025-06-30 13F AUTODESK COM 052769106 228 135 145.16 71 191.67 0.0051
2025-05-01 2025-03-31 13F AUTODESK COM 052769106 93 -78 -45.61 24 -52.00 0.0020
2025-01-23 2024-12-31 13F AUTODESK COM 052769106 171 0 0.00 51 6.38 0.0040
2024-10-15 2024-09-30 13F AUTODESK COM 052769106 171 80 87.91 47 113.64 0.0032
2024-08-06 2024-06-30 13F AUTODESK COM 052769106 91 0 0.00 23 0.0016
2024-04-16 2024-03-31 13F Autodesk Equities 052769106 91 -7 -7.14 0 0.0017
2024-02-08 2023-12-31 13F Autodesk Equities 052769106 98 7 7.69 0 0.0020
2023-11-13 2023-09-30 13F Autodesk Equities 052769106 91 47 106.82 0 0.0016
2023-08-22 2023-06-30 13F Autodesk Equities 052769106 44 7 18.92 0 0.0008
2023-04-24 2023-03-31 13F Autodesk Equities 052769106 37 0 0.00 0 0.0007
2023-01-19 2022-12-31 13F Autodesk Equities 052769106 37 0 0.00 0 -100.00 0.0007
2022-10-27 2022-09-30 13F Autodesk Equities 052769106 37 0 0.00 7 0.00 0.0008
2022-07-19 2022-06-30 13F Autodesk Equities 052769106 37 0 0.00 7 -12.50 0.0010
2022-04-21 2022-03-31 13F Autodesk Equities 052769106 37 9 32.14 8 0.00 0.0009
2022-01-21 2021-12-31 13F Autodesk Equities 052769106 28 -35 -55.56 8 -55.56 0.0010
2021-10-18 2021-09-30 13F Autodesk Equities 052769106 63 0 0.00 18 0.00 0.0024
2021-07-21 2021-06-30 13F Autodesk Equities 052769106 63 63 18 0.0027
2020-08-24 2020-06-30 13F Autodesk Equities 052769106 0 -24 -100.00 0 -100.00
2020-05-05 2020-03-31 13F Autodesk Equities 052769106 24 -554 -95.85 4 -96.23 0.0012
2020-01-31 2019-12-31 13F Autodesk Equities 052769106 578 0 0.00 106 23.26 0.0300
2019-10-17 2019-09-30 13F Autodesk Equities 052769106 578 0 0.00 86 -8.51 0.0286
2019-07-23 2019-06-30 13F Autodesk Equities 052769106 578 -151 -20.71 94 -17.54 0.0303
2019-04-19 2019-03-31 13F Autodesk Equities 052769106 729 0 0.00 114 21.28 0.0397
2019-02-12 2018-12-31 13F Autodesk Equities 052769106 729 -80 -9.89 94 -25.98 0.0386
2018-10-26 2018-09-30 13F Autodesk Equities 052769106 809 0 0.00 127 19.81 0.0477
2018-08-13 2018-06-30 13F Autodesk Equities 052769106 809 0 0.00 106 3.92 0.0362
2018-04-19 2018-03-31 13F Autodesk Equities 052769106 809 0 0.00 102 20.00 0.0506
2018-01-17 2017-12-31 13F Autodesk Equities 052769106 809 0 0.00 85 -5.56 0.0342
2017-10-18 2017-09-30 13F Autodesk Equities 052769106 809 645 393.29 90 429.41 0.0434
2017-07-17 2017-06-30 13F Autodesk Equities 052769106 164 0 0.00 17 21.43 0.0085
2017-04-20 2017-03-31 13F Autodesk Equities 052769106 164 0 0.00 14 16.67 0.0076
2017-01-17 2016-12-31 13F Autodesk Equities 052769106 164 0 0.00 12 0.00 0.0070
2016-11-18 2016-09-30 13F/A-2 Autodesk Equities 052769106 164 0 0.00 12 33.33 0.0076
2016-10-19 2016-09-30 13F Autodesk Equities 052769106 173 11
2016-11-18 2016-06-30 13F/A-1 Autodesk Equities 052769106 164 -9 -5.20 9 -10.00 0.0063
2016-07-14 2016-06-30 13F Autodesk Equities 052769106 173 11
2016-04-27 2016-03-31 13F Autodesk Equities 052769106 173 0 0.00 10 -9.09 0.0074
2016-02-16 2015-12-31 13F Autodesk EQUITIES 052769106 173 173 11 0.0072
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.