Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership12 shares
Latest Disclosed Value $ 2,873
Heritage Wealth Advisors ownership in ADSK / Autodesk, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 12 shares of Autodesk, Inc. (MX:ADSK) valued at $2,873 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on December 12, 2024 disclosing 0 shares of Autodesk, Inc..

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)
2026-05-13 2026-03-31 13F Autodesk COM 052769106 12 12 3 0.0001
2024-12-12 2024-06-30 13F/A-1 Autodesk COM 052769106 0 -431 -100.00 0 -100.00
2024-08-06 2024-06-30 13F Autodesk COM 052769106 0 -431 0
2024-12-12 2024-03-31 13F/A-1 Autodesk COM 052769106 431 -529 -55.10 112 -51.93 0.0051
2024-05-08 2024-03-31 13F Autodesk COM 052769106 431 -529 112 0.0051
2024-12-12 2023-12-31 13F/A-1 Autodesk COM 052769106 960 0 0.00 234 17.68 0.0116
2024-02-12 2023-12-31 13F Autodesk COM 052769106 972 12 237 0.0118
2024-12-12 2023-09-30 13F/A-1 Autodesk COM 052769106 960 0 0.00 199 1.02 0.0108
2023-11-09 2023-09-30 13F Autodesk COM 052769106 960 0 199 0.0108
2024-12-12 2023-06-30 13F/A-1 Autodesk COM 052769106 960 0 0.00 196 -1.51 0.0104
2023-08-09 2023-06-30 13F Autodesk COM 052769106 960 0 196 0.0104
2023-05-04 2023-03-31 13F Autodesk COM 052769106 960 -76 -7.34 200 3.11 0.0111
2024-12-12 2022-12-31 13F/A-1 Autodesk COM 052769106 1,036 0 0.00 194 0.00 0.0112
2023-02-07 2022-12-31 13F Autodesk COM 052769106 1,036 0 194 0.0112
2024-12-12 2022-09-30 13F/A-1 Autodesk COM 052769106 1,036 -555 -34.88 194 0.0140
2022-11-10 2022-09-30 13F Autodesk COM 052769106 1,036 -555 0 0.0141
2022-08-04 2022-06-30 13F Autodesk COM 052769106 1,591 555 53.57 0 0.0190
2022-05-11 2022-03-31 13F Autodesk COM 052769106 1,036 0 0.00 0 0.0123
2022-03-28 2021-12-31 13F/A-1 Autodesk COM 052769106 1,036 0 0.00 0 -100.00 0.0160
2022-02-02 2021-12-31 13F Autodesk COM 052769106 1,036 0 291 0.0160
2021-11-02 2021-09-30 13F Autodesk COM 052769106 1,036 0 0.00 295 -2.32 0.0181
2021-08-09 2021-06-30 13F/A-1 Autodesk COM 052769106 1,036 0 0.00 302 5.23 0.0186
2021-07-27 2021-06-30 13F Autodesk COM 052769106 1,036 0 316 0.0197
2021-04-27 2021-03-31 13F Autodesk COM 052769106 1,036 0 0.00 287 -9.18 0.0173
2021-02-01 2020-12-31 13F Autodesk COM 052769106 1,036 -76 -6.83 316 23.44 0.0197
2020-11-03 2020-09-30 13F Autodesk COM 052769106 1,112 0 0.00 257 -3.40 0.0332
2020-07-17 2020-06-30 13F/A-1 Autodesk COM 052769106 1,112 -150 -11.89 266 35.20 0.0372
2020-07-17 2020-06-30 13F Autodesk COM 052769106 2,700 1,438 265 37,083.9427
2020-05-05 2020-03-31 13F Autodesk COM 052769106 1,262 -5 -0.39 197 -15.52 0.0353
2020-02-04 2019-12-31 13F Autodesk COM 052769106 1,267 157 14.14 232 42.33 0.0307
2019-10-30 2019-09-30 13F Autodesk COM 052769106 1,110 0 0.00 163 -9.44 0.0240
2019-08-05 2019-06-30 13F Autodesk COM 052769106 1,110 0 0.00 181 4.65 0.0277
2019-05-06 2019-03-31 13F Autodesk COM 052769106 1,110 0 0.00 173 21.13 0.0284
2019-01-26 2018-12-31 13F Autodesk COM 052769106 1,110 0 0.00 142 -17.92 0.0277
2018-11-14 2018-09-30 13F Autodesk COM 052769106 1,110 1,110 173 0.0339
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.