Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership104 shares
Latest Disclosed Value $ 24,898
Jfs Wealth Advisors, Llc reports 16.13% decrease in ownership of ADSK / Autodesk, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 104 shares of Autodesk, Inc. (MX:ADSK) valued at $24,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 124 shares of Autodesk, Inc.. This represents a change in shares of -16.13% 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)
2026-04-20 2026-03-31 13F AUTODESK COM 052769106 104 -20 -16.13 25 -33.33 0.0014
2026-01-14 2025-12-31 13F AUTODESK COM 052769106 124 28 29.17 37 20.00 0.0021
2025-11-10 2025-09-30 13F AUTODESK COM 052769106 96 -1 -1.03 30 0.00 0.0018
2025-07-24 2025-06-30 13F AUTODESK COM 052769106 97 -5 -4.90 30 15.38 0.0019
2025-04-22 2025-03-31 13F AUTODESK COM 052769106 102 6 6.25 27 -7.14 0.0018
2025-01-31 2024-12-31 13F AUTODESK COM 052769106 96 0 0.00 28 7.69 0.0019
2024-10-25 2024-09-30 13F AUTODESK COM 052769106 96 2 2.13 26 13.04 0.0018
2024-07-15 2024-06-30 13F AUTODESK COM 052769106 94 -5 -5.05 23 -8.00 0.0018
2024-04-30 2024-03-31 13F AUTODESK COM 052769106 99 0 0.00 26 4.17 0.0020
2024-02-07 2023-12-31 13F AUTODESK COM 052769106 99 7 7.61 24 26.32 0.0020
2023-11-02 2023-09-30 13F AUTODESK COM 052769106 92 10 12.20 19 18.75 0.0018
2023-08-07 2023-06-30 13F AUTODESK COM 052769106 82 1 1.23 17 0.00 0.0015
2023-04-19 2023-03-31 13F AUTODESK COM 052769106 81 -4 -4.71 17 6.67 0.0016
2023-02-13 2022-12-31 13F AUTODESK COM 052769106 85 13 18.06 16 15.38 0.0016
2022-10-21 2022-09-30 13F AUTODESK COM 052769106 72 19 35.85 13 44.44 0.0014
2022-08-02 2022-06-30 13F AUTODESK COM 052769106 53 -21 -28.38 9 -43.75 0.0010
2022-05-02 2022-03-31 13F AUTODESK COM 052769106 74 33 80.49 16 33.33 0.0015
2022-02-03 2021-12-31 13F AUTODESK COM 052769106 41 15 57.69 12 71.43 0.0011
2021-11-09 2021-09-30 13F AUTODESK COM 052769106 26 0 0.00 7 -12.50 0.0007
2021-08-04 2021-06-30 13F AUTODESK COM 052769106 26 0 0.00 8 14.29 0.0012
2021-04-28 2021-03-31 13F AUTODESK COM 052769106 26 0 0.00 7 -12.50 0.0014
2021-02-01 2020-12-31 13F AUTODESK COM 052769106 26 0 0.00 8 33.33 0.0017
2020-10-28 2020-09-30 13F AUTODESK COM 052769106 26 0 0.00 6 0.00 0.0014
2020-08-05 2020-06-30 13F AUTODESK COM 052769106 26 0 0.00 6 50.00 0.0016
2020-04-29 2020-03-31 13F AUTODESK COM 052769106 26 0 0.00 4 -20.00 0.0012
2020-02-03 2019-12-31 13F AUTODESK COM 052769106 26 0 0.00 5 25.00 0.0012
2019-10-30 2019-09-30 13F AUTODESK COM 052769106 26 0 0.00 4 0.00 0.0010
2019-08-06 2019-06-30 13F AUTODESK COM 052769106 26 0 0.00 4 0.00 0.0010
2019-04-23 2019-03-31 13F AUTODESK COM 052769106 26 0 0.00 4 33.33 0.0010
2019-01-26 2018-12-31 13F AUTODESK COM 052769106 26 0 0.00 3 -25.00 0.0008
2018-11-09 2018-09-30 13F AUTODESK COM 052769106 26 0 0.00 4 33.33 0.0010
2018-07-25 2018-06-30 13F AUTODESK COM 052769106 26 0 0.00 3 0.00 0.0008
2018-04-26 2018-03-31 13F AUTODESK COM 052769106 26 26 3 0.0008
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.