Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership3,357 shares
Latest Disclosed Value $ 803,667
Independent Advisor Alliance reports 32.25% decrease in ownership of ADSK / Autodesk, Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 3,357 shares of Autodesk, Inc. (MX:ADSK) valued at $803,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 4,955 shares of Autodesk, Inc.. This represents a change in shares of -32.25% 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)
2026-05-12 2026-03-31 13F AUTODESK COM 052769106 3,357 -1,598 -32.25 804 -45.23 0.0049
2026-02-04 2025-12-31 13F AUTODESK COM 052769106 4,955 -444 -8.22 1,467 -14.47 0.0356
2025-11-04 2025-09-30 13F AUTODESK COM 052769106 5,399 -128 -2.32 1,715 0.23 0.0446
2025-08-11 2025-06-30 13F AUTODESK COM 052769106 5,527 31 0.56 1,711 18.92 0.0493
2025-05-12 2025-03-31 13F AUTODESK COM 052769106 5,496 216 4.09 1,439 -7.82 0.0475
2025-02-07 2024-12-31 13F AUTODESK COM 052769106 5,280 1,047 24.73 1,561 33.79 0.0207
2024-11-13 2024-09-30 13F AUTODESK COM 052769106 4,233 72 1.73 1,166 13.31 0.0424
2024-08-12 2024-06-30 13F AUTODESK COM 052769106 4,161 -210 -4.80 1,030 -9.58 0.0353
2024-05-08 2024-03-31 13F AUTODESK COM 052769106 4,371 77 1.79 1,138 8.90 0.0411
2024-02-08 2023-12-31 13F AUTODESK COM 052769106 4,294 -90 -2.05 1,045 15.21 0.0377
2023-10-24 2023-09-30 13F AUTODESK COM 052769106 4,384 92 2.14 907 3.30 0.0410
2023-07-28 2023-06-30 13F AUTODESK COM 052769106 4,292 -129 -2.92 878 -4.57 0.0387
2023-05-12 2023-03-31 13F AUTODESK COM 052769106 4,421 4,421 920 0.0444
2023-02-13 2022-12-31 13F AUTODESK COM 052769106 0 -4,237 -100.00 0 -100.00
2022-11-04 2022-09-30 13F AUTODESK COM 052769106 4,237 -307 -6.76 791 1.28 0.0461
2022-08-04 2022-06-30 13F AUTODESK COM 052769106 4,544 -74 -1.60 781 -21.11 0.0436
2022-05-06 2022-03-31 13F AUTODESK COM 052769106 4,618 -11,593 -71.51 990 -78.28 0.0477
2022-02-11 2021-12-31 13F AUTODESK COM 052769106 16,211 324 2.04 4,558 0.62 0.2248
2021-11-01 2021-09-30 13F AUTODESK COM 052769106 15,887 55 0.35 4,530 -1.97 0.2519
2021-08-12 2021-06-30 13F AUTODESK COM 052769106 15,832 -5,907 -27.17 4,621 -23.30 0.2532
2021-05-14 2021-03-31 13F AUTODESK COM 052769106 21,739 33 0.15 6,025 -9.10 0.3573
2021-02-11 2020-12-31 13F AUTODESK COM 052769106 21,706 19,523 894.32 6,628 1,215.08 0.4498
2020-11-04 2020-09-30 13F AUTODESK COM 052769106 2,183 11 0.51 504 -3.08 0.0382
2020-08-06 2020-06-30 13F AUTODESK COM 052769106 2,172 127 6.21 520 63.01 0.0556
2020-05-14 2020-03-31 13F AUTODESK COM 052769106 2,045 406 24.77 319 5.98 0.0464
2020-02-07 2019-12-31 13F AUTODESK COM 052769106 1,639 103 6.71 301 32.60 0.0131
2019-11-12 2019-09-30 13F AUTODESK COM 052769106 1,536 1,536 227 0.0277
2019-08-12 2019-06-30 13F AUTODESK COM 052769106 0 -1,316 -100.00 0 -100.00
2019-05-07 2019-03-31 13F AUTODESK COM 052769106 1,316 1,316 205 0.0288
2019-02-12 2018-12-31 13F AUTODESK COM 052769106 0 -1,469 -100.00 0 -100.00
2018-11-13 2018-09-30 13F AUTODESK COM 052769106 1,469 1,469 217 0.0391
2017-05-09 2017-03-31 13F AUTODESK Common Stock 052769106 0 -1,685 -100.00 0 -100.00
2017-02-15 2016-12-31 13F AUTODESK Common Stock 052769106 1,685 1,685 138 0.0536
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.