Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership8,621 shares
Latest Disclosed Value $ 2,551,902
Global Retirement Partners, LLC reports 33.16% increase in ownership of ADSK / Autodesk, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 8,621 shares of Autodesk, Inc. (MX:ADSK) valued at $2,551,902 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 6,474 shares of Autodesk, Inc.. This represents a change in shares of 33.16% 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)
2026-02-06 2025-12-31 13F AUTODESK COM 052769106 8,621 2,147 33.16 2,552 24.08 0.0453
2025-10-21 2025-09-30 13F AUTODESK COM 052769106 6,474 178 2.83 2,057 5.49 0.0460
2025-08-12 2025-06-30 13F AUTODESK COM 052769106 6,296 213 3.50 1,949 8.46 0.0483
2025-01-31 2024-12-31 13F AUTODESK COM 052769106 6,083 103 1.72 1,798 9.11 0.0515
2024-10-16 2024-09-30 13F AUTODESK COM 052769106 5,980 162 2.78 1,647 14.45 0.0498
2024-07-23 2024-06-30 13F AUTODESK COM 052769106 5,818 912 18.59 1,440 12.69 0.0451
2024-04-23 2024-03-31 13F AUTODESK COM 052769106 4,906 470 10.60 1,278 19.23 0.0476
2024-01-18 2023-12-31 13F AUTODESK COM 052769106 4,436 382 9.42 1,071 27.65 0.0448
2023-10-13 2023-09-30 13F AUTODESK COM 052769106 4,054 -39 -0.95 839 0.24 0.0423
2023-07-20 2023-06-30 13F AUTODESK COM 052769106 4,093 24 0.59 837 6.22 0.0409
2023-05-08 2023-03-31 13F AUTODESK COM 052769106 4,069 599 17.26 788 21.60 0.0419
2023-02-13 2022-12-31 13F AUTODESK COM 052769106 3,470 216 6.64 648 -7.03 0.0445
2022-11-03 2022-09-30 13F AUTODESK COM 052769106 3,254 2,854 713.50 697 910.14 0.0528
2022-07-15 2022-06-30 13F AUTODESK COM 052769106 400 2 0.50 69 -2.82 0.0055
2022-07-14 2022-03-31 13F AUTODESK COM 052769106 398 398 71 0.0056
2022-01-21 2021-12-31 13F AUTODESK COM 052769106 0 -759 -100.00 0 -100.00
2021-10-22 2021-09-30 13F AUTODESK COM 052769106 759 -12 -1.56 216 -4.00 0.0214
2021-07-15 2021-06-30 13F AUTODESK COM 052769106 771 18 2.39 225 7.66 0.0231
2021-04-14 2021-03-31 13F AUTODESK COM 052769106 753 -1 -0.13 209 -9.13 0.0245
2021-01-13 2020-12-31 13F AUTODESK COM 052769106 754 -51 -6.34 230 23.66 0.0288
2020-10-09 2020-09-30 13F AUTODESK COM 052769106 805 -28 -3.36 186 -6.53 0.0272
2020-07-13 2020-06-30 13F AUTODESK COM 052769106 833 -102 -10.91 199 36.30 0.0317
2020-04-28 2020-03-31 13F AUTODESK COM 052769106 935 -26 -2.71 146 -17.05 0.0276
2020-01-23 2019-12-31 13F AUTODESK COM 052769106 961 -2 -0.21 176 23.94 0.0270
2019-11-19 2019-09-30 13F AUTODESK COM 052769106 963 -227 -19.08 142 -26.80 0.0233
2019-11-19 2019-06-30 13F AUTODESK COM 052769106 1,190 -37 -3.02 194 1.57 0.0371
2019-05-07 2019-03-31 13F AUTODESK COM 052769106 1,227 210 20.65 191 45.80 0.0462
2019-02-22 2018-12-31 13F AUTODESK COM 052769106 1,017 440 76.26 131 45.56 0.0335
2018-10-17 2018-09-30 13F AUTODESK COM 052769106 577 23 4.15 90 23.29 0.0203
2018-08-13 2018-06-30 13F AUTODESK COM 052769106 554 146 35.78 73 43.14 0.0185
2018-08-10 2018-03-31 13F AUTODESK COM 052769106 408 253 163.23 51 218.75 0.0141
2018-08-13 2017-12-31 13F AUTODESK COM 052769106 155 155 16 0.0044
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.