ADSK in the 13F filings

Autodesk Inc · CUSIP 052769106

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined Theme · Industrials and automation· L3VLUP-defined Theme · Prepackaged software

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 30 Jun 2025; the date the book describes
Filed: 27 Aug 2025; latest of these filings; the earliest 30 Jul 2025
Managers listing it: 30; at least, of 95 tracked, among listed positions
Comparable managers: 95; filed both Q1 2025 and Q2 2025; 26 listed it in both
Shares listed: 24,332,313; combined, among listed positions
Reported value: $7.5bn; combined, at the quarter end

Among the 95 comparable managers: 16 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ADSK in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

30 of 30 holders

				Action		Filing
Fidelity (FMR LLC)	4,723,082	$1.5bn	0.08%	Added	+781,428	14 Aug 2025 (the filing on sec.gov)
MFS Investment Management	2,980,384	$923m	0.29%	Trimmed	-19,884	8 Aug 2025 (the filing on sec.gov)
Invesco Ltd	2,227,114	$689m	0.12%	Added	+155,440	13 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd	2,057,693	$637m	0.31%	Trimmed	-177,868	14 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP	2,034,080	$630m	0.45%	Added	+53,526	13 Aug 2025 (the filing on sec.gov)
Farallon Capital Management LLC	1,744,652	$540m	2.27%	Trimmed	-252,748	14 Aug 2025 (the filing on sec.gov)
Starboard Value LP	1,467,348	$454m	7.87%	Trimmed	-532,652	14 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC	967,469	$297m	0.25%	Added	+394,768	14 Aug 2025 (the filing on sec.gov)
Citadel Advisors LLC	941,830	$292m	0.05%	Added	n.a.	14 Aug 2025 (the filing on sec.gov)
Man Group PLC	802,372	$248m	0.47%	Trimmed	-58,578	14 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc	744,592	$231m	under 0.1%	Trimmed	-67,309	14 Aug 2025 (the filing on sec.gov)
Baillie Gifford & Co	741,833	$230m	0.17%	Trimmed	-36,340	6 Aug 2025 (the filing on sec.gov)
Woodline Partners LP	483,391	$150m	0.79%	Added	+4,978	14 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors	424,262	$131m	under 0.1%	Added	+85,604	13 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.	404,946	$125m	0.09%	Trimmed	-690,059	14 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC	307,959	$95m	0.20%	Added	+260,529	7 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP	307,198	$95m	under 0.1%	Added	+18,481	14 Aug 2025 (the filing on sec.gov)
Point72 Asset Management LP	254,604	$79m	0.15%	Trimmed	-389,745	14 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC	207,042	$64m	0.07%	Added	+34,730	27 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC	176,468	$55m	0.07%	New	new	13 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC	130,658	$40m	0.15%	Trimmed	-59,089	14 Aug 2025 (the filing on sec.gov)
Caxton Associates LLP	74,255	$23m	0.58%	Added	+7,438	15 Aug 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP	50,000	$15m	0.22%	Held	0	14 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	22,782	$7.1m	under 0.1%	Trimmed	-10,271	14 Aug 2025 (the filing on sec.gov)
Quantbot Technologies LP	17,006	$5.3m	0.13%	Trimmed	-38,807	13 Aug 2025 (the filing on sec.gov)

Page 1 of 2

What managers have written about ADSK

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

Starboard Value's second letter to Autodesk shareholders, on returns and margin claims26 Mar 2025 · Activist letter · Subject of the letter · Starboard Value LP’s 13F
Before the letter
31 Dec 2024 (Q4 2024 13F): 1,038,000 shares, reported at $307m.
After the letter
31 Mar 2025 (Q1 2025 13F): 2,000,000 shares, reported at $524m.
962,000 more shares listed at 31 Mar 2025 than at 31 Dec 2024.
Starboard Value's letter to Autodesk shareholders on margins and board change19 Mar 2025 · Activist letter · Subject of the letter · Starboard Value LP’s 13F
Before the letter
31 Dec 2024 (Q4 2024 13F): 1,038,000 shares, reported at $307m.
After the letter
31 Mar 2025 (Q1 2025 13F): 2,000,000 shares, reported at $524m.
962,000 more shares listed at 31 Mar 2025 than at 31 Dec 2024.

Every letter beside its positions →

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Fidelity (FMR LLC)existing position · 4,723,082 shares now+781,428
AQR Capital Management LLCexisting position · 967,469 shares now+394,768
Acadian Asset Management LLCexisting position · 307,959 shares now+260,529
Renaissance Technologies LLCnew position · 176,468 shares now+176,468
Invesco Ltdexisting position · 2,227,114 shares now+155,440

Reductions

D. E. Shaw & Co.existing position · 404,946 shares now-690,059
Starboard Value LPexisting position · 1,467,348 shares now-532,652
Point72 Asset Management LPexisting position · 254,604 shares now-389,745
Farallon Capital Management LLCexisting position · 1,744,652 shares now-252,748
Janus Henderson Group Ltdexisting position · 2,057,693 shares now-177,868

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Renaissance Technologies LLC$55m
Brevan Howard Capital Management LP$4.7m
Maverick Capital Ltd$974k

Exited (3)

Viking Global Investors LPwas $80m
Steadfast Capital Management LPwas $8.5m
Element Capital Management LLCwas $2.6m

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

28 in Q3 2024 to 19 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

ADSK by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	17	$2.3bn	n.a.	n.a.
Q3 2013	19	$3.0bn	n.a.	n.a.
Q4 2013	15	$3.2bn	n.a.	n.a.
Q1 2014	22	$3.3bn	n.a.	n.a.
Q2 2014	21	$3.7bn	n.a.	n.a.
Q3 2014	15	$3.6bn	n.a.	n.a.
Q4 2014	18	$4.2bn	n.a.	n.a.
Q1 2015	21	$3.7bn	n.a.	n.a.
Q2 2015	21	$3.3bn	n.a.	n.a.
Q3 2015	15	$2.2bn	n.a.	n.a.
Q4 2015	13	$3.5bn	n.a.	n.a.
Q1 2016	13	$3.3bn	n.a.	n.a.
Q2 2016	13	$3.2bn	n.a.	n.a.
Q3 2016	16	$4.4bn	n.a.	n.a.
Q4 2016	17	$4.5bn	n.a.	n.a.
Q1 2017	17	$5.2bn	n.a.	n.a.
Q2 2017	24	$5.8bn	n.a.	n.a.
Q3 2017	26	$5.8bn	n.a.	n.a.
Q4 2017	23	$5.4bn	n.a.	n.a.
Q1 2018	30	$5.6bn	n.a.	n.a.
Q2 2018	25	$5.5bn	n.a.	n.a.
Q3 2018	33	$6.8bn	n.a.	n.a.
Q4 2018	33	$6.2bn	n.a.	n.a.
Q1 2019	30	$7.4bn	n.a.	n.a.
Q2 2019	29	$8.4bn	n.a.	n.a.
Q3 2019	21	$8.5bn	n.a.	n.a.
Q4 2019	28	$9.4bn	n.a.	n.a.
Q1 2020	27	$8.1bn	n.a.	n.a.
Q2 2020	27	$11.7bn	n.a.	n.a.
Q3 2020	28	$11.0bn	n.a.	n.a.
Q4 2020	25	$13.2bn	n.a.	n.a.
Q1 2021	26	$10.8bn	n.a.	n.a.
Q2 2021	28	$11.2bn	n.a.	n.a.
Q3 2021	21	$10.4bn	n.a.	n.a.
Q4 2021	18	$8.7bn	n.a.	n.a.
Q1 2022	23	$6.7bn	n.a.	n.a.
Q2 2022	25	$5.2bn	n.a.	n.a.
Q3 2022	22	$6.1bn	n.a.	n.a.
Q4 2022	24	$6.0bn	n.a.	n.a.
Q1 2023	30	$6.6bn	n.a.	n.a.
Q2 2023	27	$5.3bn	n.a.	n.a.
Q3 2023	21	$4.7bn	n.a.	n.a.
Q4 2023	24	$5.9bn	9	16
Q1 2024	23	$7.5bn	9	15
Q2 2024	28	$6.0bn	18	10
Q3 2024	28	$7.7bn	18	11
Q4 2024	31	$8.6bn	13	20
Q1 2025	39	$6.9bn	24	17
Q2 2025	30	$7.5bn	16	16
Q3 2025	34	$8.4bn	20	13
Q4 2025	31	$9.0bn	19	24
Q1 2026	28	$6.5bn	18	26
Q2 2026	19	$4.5bn	18	24

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ADSK and GOOGL →ADSK and AMZN →ADSK and MSFT →Choose a stock to compare with ADSK →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ADSK, latest filings →Back to the 13F Explorer →

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