ADSK in the 13F filings
Autodesk Inc · CUSIP 052769106
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 18 Apr 2024
- Managers listing it
- 23
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 20 listed it in both
- Shares listed
- 28,678,972
- combined, among listed positions
- Reported value
- $7.5bn
- combined, at the quarter end
Among the 93 comparable managers: 9 buyers (opened or added shares) and 15 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 Q1 2024
23 of 23 holders
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.
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 6,294,746 shares now+4,563,668
- Fidelity (FMR LLC)existing position · 5,465,882 shares now+384,288
- Invesco Ltdexisting position · 2,854,078 shares now+307,115
- Woodline Partners LPnew position · 227,848 shares now+227,848
- Man Group PLCexisting position · 378,142 shares now+105,058
Reductions
- MFS Investment Managementexisting position · 484,069 shares now-366,337
- Point72 Asset Management LPexisting position · 178,101 shares now-351,442
- Balyasny Asset Management LLCexisting position · 428,409 shares now-206,345
- Polen Capital Management LLCexisting position · 4,938,732 shares now-183,377
- Caxton Associates LLPexisting position · 7,026 shares now-90,000
New positions and exits
New (2)
Exited (1)
- Light Street Capital Management LLCwas $4.4m
Ownership over time
Tracked managers listing it, at least.
| 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.
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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 →