Which funds own ADSK
Autodesk Inc in the Q2 2026 filings. 10 of the 94 managers on file reported a position, worth $3.1bn between them. Few of the managers on file hold it, so a position here is closer to a view than to a default. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 10
- of 94 on file
- Combined value
- $3.1bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 7
- already held
- Trimmed or sold out
- 9
- 6 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Invesco Ltd Long-only · $1264bn book | $1.5bn | 0.1% | 7,845,527 | +$895m+5,212,399 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $643m | 0.3% | 3,305,683 | -$110m+161,056 | Added |
| MFS Investment Management Long-only · $315bn book | $331m | 0.1% | 1,655,978 | -$506m-1,763,160 | Trimmed |
| Man Group PLC Quantitative · $62.7bn book | $216m | 0.3% | 1,111,657 | -$21m+119,875 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $101m | 0.3% | 518,687 | -$18m+22,555 | Added |
| Baillie Gifford & Co Long-only · $110bn book | $94m | 0.1% | 484,358 | -$61m-164,742 | Trimmed |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $93m | 0.1% | 477,868 | +$25m+192,180 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $86m | 0.4% | 440,181 | +$19m+162,393 | Added |
| Winton Group Ltd Quantitative · $3.1bn book | $6.9m | 0.2% | 35,659 | +$5.3m+29,038 | Added |
| ARK Investment Management LLC Long-only · $15.4bn book | $2.4m | 0.0% | 12,226 | -$600k-223 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- D1 Capital Partners LP · Long/short equity$74m held before
- Capital Research Global Investors · Long-only$24m held before
- Steadfast Capital Management LP · Long/short equity$20m held before
- Davidson Kempner Capital Management LP · Long/short equity$12m held before
- Rokos Capital Management LLP · Macro$3.5m held before
- Brevan Howard Capital Management LP · Macro$2.3m held before
What ADSK is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around ADSK →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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