Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionGreat Valley Advisor Group, Inc.
Latest Disclosed Ownership3,259 shares
Latest Disclosed Value $ 780,064
Great Valley Advisor Group, Inc. reports 2.69% decrease in ownership of ADSK / Autodesk, Inc.

On May 11, 2026 - Great Valley Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 3,259 shares of Autodesk, Inc. (MX:ADSK) valued at $780,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,349 shares of Autodesk, Inc.. This represents a change in shares of -2.69% 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)
2026-05-11 2026-03-31 13F AUTODESK COM 052769106 3,259 -90 -2.69 780 -21.29 0.0142
2026-02-12 2025-12-31 13F AUTODESK COM 052769106 3,349 11 0.33 992 -6.51 0.0191
2025-11-14 2025-09-30 13F AUTODESK COM 052769106 3,338 15 0.45 1,060 3.11 0.0213
2025-08-14 2025-06-30 13F AUTODESK COM 052769106 3,323 -38 -1.13 1,029 16.95 0.0228
2025-05-08 2025-03-31 13F AUTODESK COM 052769106 3,361 -296 -8.09 879 -18.69 0.0189
2025-02-24 2024-12-31 13F AUTODESK COM 052769106 3,657 376 11.46 1,081 19.71 0.0242
2024-11-12 2024-09-30 13F AUTODESK COM 052769106 3,281 9 0.28 904 11.62 0.0222
2024-07-16 2024-06-30 13F AUTODESK COM 052769106 3,272 6 0.18 810 -4.82 0.0227
2024-05-06 2024-03-31 13F AUTODESK COM 052769106 3,266 -43 -1.30 850 5.59 0.0258
2024-02-06 2023-12-31 13F AUTODESK COM 052769106 3,309 55 1.69 805 19.61 0.0283
2023-11-07 2023-09-30 13F AUTODESK COM 052769106 3,254 206 6.76 673 8.03 0.0279
2023-08-10 2023-06-30 13F AUTODESK COM 052769106 3,048 -99 -3.15 623 -4.74 0.0261
2023-05-03 2023-03-31 13F AUTODESK COM 052769106 3,147 1,513 92.59 655 114.43 0.0305
2023-02-01 2022-12-31 13F AUTODESK COM 052769106 1,634 0 0.00 305 0.00 0.0156
2022-10-21 2022-09-30 13F AUTODESK COM 052769106 1,634 -2,046 -55.60 305 -51.82 0.0171
2022-07-19 2022-06-30 13F AUTODESK COM 052769106 3,680 1,831 99.03 633 52.90 0.0348
2022-04-20 2022-03-31 13F AUTODESK COM 052769106 1,849 263 16.58 414 -7.17 0.0241
2022-02-10 2021-12-31 13F AUTODESK COM 052769106 1,586 -161 -9.22 446 -10.44 0.0276
2021-10-14 2021-09-30 13F AUTODESK COM 052769106 1,747 -8 -0.46 498 -2.73 0.0343
2021-07-27 2021-06-30 13F AUTODESK COM 052769106 1,755 41 2.39 512 7.79 0.0379
2021-04-20 2021-03-31 13F AUTODESK COM 052769106 1,714 -44 -2.50 475 -11.55 0.0457
2021-01-29 2020-12-31 13F AUTODESK COM 052769106 1,758 80 4.77 537 38.40 0.0556
2020-10-21 2020-09-30 13F AUTODESK COM 052769106 1,678 -20 -1.18 388 -4.43 0.0476
2020-07-31 2020-06-30 13F AUTODESK COM 052769106 1,698 49 2.97 406 57.98 0.0665
2020-05-15 2020-03-31 13F AUTODESK COM 052769106 1,649 0 0.00 257 -15.18 0.0681
2020-02-10 2019-12-31 13F AUTODESK COM 052769106 1,649 0 0.00 303 24.18 0.0675
2019-10-25 2019-09-30 13F AUTODESK COM 052769106 1,649 0 0.00 244 -9.29 0.0589
2019-07-30 2019-06-30 13F AUTODESK COM 052769106 1,649 54 3.39 269 8.03 0.0676
2019-04-26 2019-03-31 13F AUTODESK COM 052769106 1,595 0 0.00 249 21.46 0.0792
2019-04-11 2018-12-31 13F AUTODESK COM 052769106 1,595 1,595 205 0.0766
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.