Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionCrestmont Private Wealth LLC
Latest Disclosed Ownership2,453 shares
Latest Disclosed Value $ 587,248
Crestmont Private Wealth LLC reports 12.37% increase in ownership of ADSK / Autodesk, Inc.

On May 8, 2026 - Crestmont Private Wealth LLC filed a 13F-HR form disclosing ownership of 2,453 shares of Autodesk, Inc. (MX:ADSK) valued at $587,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,183 shares of Autodesk, Inc.. This represents a change in shares of 12.37% 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)
2026-05-08 2026-03-31 13F AUTODESK COM 052769106 2,453 270 12.37 587 -9.13 0.1851
2026-02-10 2025-12-31 13F AUTODESK COM 052769106 2,183 13 0.60 646 -6.24 0.2100
2025-11-13 2025-09-30 13F AUTODESK COM 052769106 2,170 288 15.30 689 18.38 0.2278
2025-08-14 2025-06-30 13F AUTODESK COM 052769106 1,882 43 2.34 583 21.00 0.2106
2025-04-10 2025-03-31 13F AUTODESK COM 052769106 1,839 327 21.63 481 7.85 0.2084
2025-01-14 2024-12-31 13F AUTODESK COM 052769106 1,512 35 2.37 447 9.85 0.2010
2024-10-10 2024-09-30 13F AUTODESK COM 052769106 1,477 98 7.11 407 19.06 0.1778
2024-07-15 2024-06-30 13F AUTODESK COM 052769106 1,379 90 6.98 341 1.79 0.1644
2024-04-11 2024-03-31 13F AUTODESK COM 052769106 1,289 124 10.64 336 18.37 0.1666
2024-01-11 2023-12-31 13F AUTODESK COM 052769106 1,165 68 6.20 284 25.22 0.1443
2023-10-11 2023-09-30 13F AUTODESK COM 052769106 1,097 -233 -17.52 227 -16.91 0.1388
2023-07-07 2023-06-30 13F AUTODESK COM 052769106 1,330 1,330 272 0.1595
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.