Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionFidelis Capital Partners, LLC
Latest Disclosed Ownership1,464 shares
Latest Disclosed Value $ 350,434
Fidelis Capital Partners, LLC reports 10.40% decrease in ownership of ADSK / Autodesk, Inc.

On May 6, 2026 - Fidelis Capital Partners, LLC filed a 13F-HR form disclosing ownership of 1,464 shares of Autodesk, Inc. (MX:ADSK) valued at $350,434 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,634 shares of Autodesk, Inc.. This represents a change in shares of -10.40% 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)
2026-05-06 2026-03-31 13F AUTODESK COM 052769106 1,464 -170 -10.40 350 -27.54 0.0250
2026-02-09 2025-12-31 13F AUTODESK COM 052769106 1,634 64 4.08 484 -3.01 0.0351
2025-11-03 2025-09-30 13F AUTODESK COM 052769106 1,570 110 7.53 499 11.91 0.0390
2025-08-07 2025-06-30 13F AUTODESK COM 052769106 1,460 28 1.96 446 15.28 0.0406
2025-05-01 2025-03-31 13F AUTODESK COM 052769106 1,432 -129 -8.26 386 -19.08 0.0411
2025-02-06 2024-12-31 13F AUTODESK COM 052769106 1,561 -221 -12.40 478 -6.47 0.0478
2024-10-25 2024-09-30 13F AUTODESK COM 052769106 1,782 73 4.27 510 28.46 0.0607
2024-08-13 2024-06-30 13F AUTODESK COM 052769106 1,709 62 3.76 397 -7.24 0.0566
2024-05-06 2024-03-31 13F/A-1 AUTODESK COM 052769106 1,647 327 24.77 429 33.33 0.0651
2024-05-02 2024-03-31 13F AUTODESK COM 052769106 1,644 324 294 0.0450
2024-01-31 2023-12-31 13F AUTODESK COM 052769106 1,320 136 11.49 321 31.56 0.0711
2023-11-08 2023-09-30 13F AUTODESK COM 052769106 1,184 -73 -5.81 245 -5.06 0.0838
2023-08-10 2023-06-30 13F AUTODESK COM 052769106 1,257 177 16.39 257 22.38 0.0938
2023-05-09 2023-03-31 13F AUTODESK COM 052769106 1,080 1,080 211 0.0895
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.