Autodesk, Inc.
US ˙ NasdaqGS ˙ US0527691069

SecurityADSK / Autodesk, Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership2,808 shares
Latest Disclosed Value $ 672,279
Allworth Financial LP reports 52.20% increase in ownership of ADSK / Autodesk, Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 2,808 shares of Autodesk, Inc. (US:ADSK) valued at $672,235 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,845 shares of Autodesk, Inc.. This represents a change in shares of 52.20% during the quarter. The current value of the position is $644,717 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)
2026-05-14 2026-03-31 13F AUTODESK COM 052769106 2,808 963 52.20 672 23.08 0.0027
2026-02-05 2025-12-31 13F AUTODESK COM 052769106 1,845 578 45.62 546 35.82 0.0022
2025-12-02 2025-09-30 13F AUTODESK COM 052769106 1,267 185 17.10 402 20.36 0.0018
2025-08-07 2025-06-30 13F AUTODESK COM 052769106 1,082 217 25.09 335 42.74 0.0016
2025-04-30 2025-03-31 13F AUTODESK COM 052769106 865 -53 -5.77 235 -15.22 0.0013
2025-01-30 2024-12-31 13F AUTODESK COM 052769106 918 86 10.34 277 20.52 0.0015
2024-10-23 2024-09-30 13F AUTODESK COM 052769106 832 -14 -1.65 229 11.71 0.0014
2024-07-24 2024-06-30 13F AUTODESK COM 052769106 846 126 17.50 205 9.63 0.0013
2024-04-25 2024-03-31 13F AUTODESK COM 052769106 720 91 14.47 187 22.22 0.0013
2024-01-24 2023-12-31 13F AUTODESK COM 052769106 629 -12 -1.87 153 15.91 0.0012
2023-10-31 2023-09-30 13F AUTODESK COM 052769106 641 -67 -9.46 133 -8.33 0.0011
2023-07-18 2023-06-30 13F AUTODESK COM 052769106 708 -28 -3.80 145 -5.88 0.0012
2023-04-18 2023-03-31 13F AUTODESK COM 052769106 736 70 10.51 153 23.39 0.0015
2023-01-13 2022-12-31 13F AUTODESK COM 052769106 666 -277 -29.37 124 -29.55 0.0014
2022-11-14 2022-09-30 13F/A-1 AUTODESK COM 052769106 943 489 107.71 176 125.64 0.0022
2022-10-18 2022-09-30 13F AUTODESK COM 052769106 943 489 176 0.0022
2022-07-13 2022-06-30 13F AUTODESK COM 052769106 454 -191 -29.61 78 -43.48 0.0011
2022-04-22 2022-03-31 13F AUTODESK COM 052769106 645 454 237.70 138 155.56 0.0018
2022-01-21 2021-12-31 13F AUTODESK COM 052769106 191 191 54 0.0008
2020-07-24 2020-06-30 13F AUTODESK COM 052769106 0 -13 -100.00 0 -100.00
2020-04-17 2020-03-31 13F AUTODESK COM 052769106 13 13 2 0.0001
2019-10-09 2019-09-30 13F AUTODESK COM 052769106 0 -300 -100.00 0 -100.00
2019-07-25 2019-06-30 13F AUTODESK COM 052769106 300 0 0.00 49 4.26 0.0019
2019-05-07 2019-03-31 13F AUTODESK COM 052769106 300 300 47 0.0020
2018-08-08 2018-06-30 13F AUTODESK COM 052769106 0 -2 -100.00 0 0.0000
2018-05-01 2018-03-31 13F AUTODESK COM 052769106 2 -1 -33.33 0 0.0000
2018-02-21 2017-12-31 13F AUTODESK COM 052769106 3 3 0 0.0000
2017-08-07 2017-06-30 13F AUTODESK COM 052769106 0 -24 -100.00 0 -100.00
2017-05-09 2017-03-31 13F AUTODESK COM 052769106 24 24 2 0.0002
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.