Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership8,632 shares
Latest Disclosed Value $ 2,066,501
Apollon Wealth Management, LLC reports 0.88% increase in ownership of ADSK / Autodesk, Inc.

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,632 shares of Autodesk, Inc. (MX:ADSK) valued at $2,066,501 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 8,557 shares of Autodesk, Inc.. This represents a change in shares of 0.88% during the quarter.

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)
2026-04-22 2026-03-31 13F AUTODESK COM 052769106 8,632 75 0.88 2,067 -18.40 0.0336
2026-01-22 2025-12-31 13F AUTODESK COM 052769106 8,557 -829 -8.83 2,533 -15.06 0.0439
2025-10-17 2025-09-30 13F AUTODESK COM 052769106 9,386 -403 -4.12 2,982 -1.62 0.0530
2025-07-25 2025-06-30 13F AUTODESK COM 052769106 9,789 -413 -4.05 3,030 13.48 0.0598
2025-05-02 2025-03-31 13F AUTODESK COM 052769106 10,202 1,296 14.55 2,671 1.44 0.0588
2025-01-28 2024-12-31 13F AUTODESK COM 052769106 8,906 832 10.30 2,632 18.35 0.0607
2024-11-05 2024-09-30 13F AUTODESK COM 052769106 8,074 -587 -6.78 2,224 3.78 0.0629
2024-07-19 2024-06-30 13F AUTODESK COM 052769106 8,661 -30 -0.35 2,143 -5.30 0.0653
2024-05-02 2024-03-31 13F AUTODESK COM 052769106 8,691 226 2.67 2,263 9.85 0.0713
2024-02-06 2023-12-31 13F AUTODESK COM 052769106 8,465 5,234 161.99 2,061 208.38 0.0712
2023-11-14 2023-09-30 13F AUTODESK COM 052769106 3,231 276 9.34 669 10.60 0.0336
2023-08-04 2023-06-30 13F AUTODESK COM 052769106 2,955 115 4.05 605 2.20 0.0292
2023-05-16 2023-03-31 13F AUTODESK COM 052769106 2,840 -197 -6.49 591 4.23 0.0363
2023-02-15 2022-12-31 13F AUTODESK COM 052769106 3,037 -321 -9.56 568 -9.57 0.0403
2022-11-08 2022-09-30 13F AUTODESK COM 052769106 3,358 794 30.97 627 42.18 0.0517
2022-08-11 2022-06-30 13F AUTODESK COM 052769106 2,564 114 4.65 441 -16.00 0.0367
2022-05-16 2022-03-31 13F AUTODESK COM 052769106 2,450 -83 -3.28 525 -26.26 0.0373
2022-02-14 2021-12-31 13F AUTODESK COM 052769106 2,533 216 9.32 712 7.72 0.0532
2021-11-15 2021-09-30 13F AUTODESK COM 052769106 2,317 233 11.18 661 8.72 0.0906
2021-08-12 2021-06-30 13F AUTODESK COM 052769106 2,084 297 16.62 608 22.83 0.1087
2021-05-17 2021-03-31 13F AUTODESK COM 052769106 1,787 1,787 495 0.0957
2020-11-03 2020-09-30 13F AUTODESK COM 052769106 0 -185 -100.00 0 -100.00
2020-08-14 2020-06-30 13F AUTODESK COM 052769106 185 185 44 0.0243
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.