Autodesk, Inc.
US ˙ NasdaqGS ˙ US0527691069

SecurityADSK / Autodesk, Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership5,575 shares
Latest Disclosed Value $ 1,334,677
Integrated Wealth Concepts LLC reports 564.48% increase in ownership of ADSK / Autodesk, Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 5,575 shares of Autodesk, Inc. (US:ADSK) valued at $1,334,655 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 839 shares of Autodesk, Inc.. This represents a change in shares of 564.48% during the quarter. The current value of the position is $1,280,020 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)
2026-05-15 2026-03-31 13F AUTODESK Common Stock 052769106 5,575 4,736 564.48 1,335 437.90 0.0106
2026-02-13 2025-12-31 13F AUTODESK Common Stock 052769106 839 -3,475 -80.55 248 -81.90 0.0030
2025-11-14 2025-09-30 13F AUTODESK Common Stock 052769106 4,314 -928 -17.70 1,370 -15.54 0.0123
2025-08-14 2025-06-30 13F AUTODESK Common Stock 052769106 5,242 603 13.00 1,623 33.61 0.0163
2025-05-15 2025-03-31 13F AUTODESK Common Stock 052769106 4,639 -1,084 -18.94 1,214 -28.21 0.0142
2025-02-14 2024-12-31 13F AUTODESK Common Stock 052769106 5,723 620 12.15 1,691 20.36 0.0197
2024-11-14 2024-09-30 13F AUTODESK Common Stock 052769106 5,103 -364 -6.66 1,406 3.92 0.0171
2024-08-14 2024-06-30 13F AUTODESK Common Stock 052769106 5,467 -3,601 -39.71 1,353 -42.74 0.0185
2024-05-15 2024-03-31 13F AUTODESK Common Stock 052769106 9,068 263 2.99 2,361 10.17 0.0342
2024-02-13 2023-12-31 13F AUTODESK Common Stock 052769106 8,805 -200 -2.22 2,144 15.03 0.0351
2023-11-15 2023-09-30 13F AUTODESK Common Stock 052769106 9,005 72 0.81 1,863 1.97 0.0329
2023-08-15 2023-06-30 13F AUTODESK Common Stock 052769106 8,933 4,446 99.09 1,828 0.0313
2023-05-03 2023-03-31 13F AUTODESK Common Stock 052769106 4,487 3,182 243.83 1 0.0193
2023-02-13 2022-12-31 13F AUTODESK Common Stock 052769106 1,305 -2,305 -63.85 0 -100.00 0.0066
2022-11-14 2022-09-30 13F AUTODESK Common Stock 052769106 3,610 2,312 178.12 674 202.24 0.0215
2022-08-08 2022-06-30 13F AUTODESK Common Stock 052769106 1,298 -382 -22.74 223 -38.06 0.0069
2022-05-12 2022-03-31 13F AUTODESK Common Stock 052769106 1,680 -2,253 -57.28 360 -67.45 0.0110
2022-02-15 2021-12-31 13F AUTODESK Common Stock 052769106 3,933 -105 -2.60 1,106 -3.99 0.0329
2021-11-15 2021-09-30 13F AUTODESK Common Stock 052769106 4,038 585 16.94 1,152 14.29 0.0375
2021-08-13 2021-06-30 13F AUTODESK Common Stock 052769106 3,453 352 11.35 1,008 17.35 0.0357
2021-05-13 2021-03-31 13F AUTODESK Common Stock 052769106 3,101 -164 -5.02 859 -13.84 0.0353
2021-02-12 2020-12-31 13F AUTODESK Common Stock 052769106 3,265 510 18.51 997 56.76 0.0472
2020-11-13 2020-09-30 13F AUTODESK Common Stock 052769106 2,755 309 12.63 636 8.72 0.0392
2020-07-30 2020-06-30 13F AUTODESK Common Stock 052769106 2,446 580 31.08 585 101.03 0.0421
2020-05-18 2020-03-31 13F AUTODESK Common Stock 052769106 1,866 142 8.24 291 -7.91 0.0269
2020-02-20 2019-12-31 13F AUTODESK Common Stock 052769106 1,724 118 7.35 316 33.33 0.0267
2019-11-15 2019-09-30 13F AUTODESK Common Stock 052769106 1,606 310 23.92 237 12.32 0.0267
2019-08-15 2019-06-30 13F AUTODESK Common Stock 052769106 1,296 1,296 211 0.0276
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.