Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionJoel Isaacson & Co., LLC
Latest Disclosed Ownership3,894 shares
Latest Disclosed Value $ 932,224
Joel Isaacson & Co., LLC reports 5.33% increase in ownership of ADSK / Autodesk, Inc.

On April 22, 2026 - Joel Isaacson & Co., LLC filed a 13F-HR form disclosing ownership of 3,894 shares of Autodesk, Inc. (MX:ADSK) valued at $932,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,697 shares of Autodesk, Inc.. This represents a change in shares of 5.33% 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)
2026-04-22 2026-03-31 13F AUTODESK COM 052769106 3,894 197 5.33 932 -14.81 0.0309
2026-01-30 2025-12-31 13F AUTODESK COM 052769106 3,697 -9 -0.24 1,094 -7.05 0.0361
2025-10-30 2025-09-30 13F AUTODESK COM 052769106 3,706 -600 -13.93 1,177 -11.70 0.0425
2025-07-23 2025-06-30 13F AUTODESK COM 052769106 4,306 1,600 59.13 1,333 88.28 0.0542
2025-04-25 2025-03-31 13F AUTODESK COM 052769106 2,706 50 1.88 708 -9.81 0.0321
2025-01-28 2024-12-31 13F AUTODESK COM 052769106 2,656 0 0.00 785 7.39 0.0354
2024-10-23 2024-09-30 13F AUTODESK COM 052769106 2,656 0 0.00 732 11.26 0.0349
2024-07-24 2024-06-30 13F AUTODESK COM 052769106 2,656 119 4.69 657 -0.45 0.0345
2024-04-30 2024-03-31 13F AUTODESK COM 052769106 2,537 0 0.00 661 6.97 0.0362
2024-02-12 2023-12-31 13F/A-1 AUTODESK COM 052769106 2,537 -27 -1.05 618 16.42 0.0379
2024-01-25 2023-12-31 13F AUTODESK COM 052769106 2,537 -27 618 0.0379
2023-10-24 2023-09-30 13F AUTODESK COM 052769106 2,564 0 0.00 531 1.15 0.0363
2023-07-27 2023-06-30 13F AUTODESK COM 052769106 2,564 0 0.00 525 -1.69 0.0351
2023-04-25 2023-03-31 13F AUTODESK COM 052769106 2,564 0 0.00 534 11.27 0.0384
2023-01-27 2022-12-31 13F AUTODESK COM 052769106 2,564 -39 -1.50 479 -1.44 0.0369
2022-10-14 2022-09-30 13F AUTODESK COM 052769106 2,603 -16 -0.61 486 8.00 0.0420
2022-07-15 2022-06-30 13F AUTODESK COM 052769106 2,619 16 0.61 450 -12.11 0.0378
2022-04-21 2022-03-31 13F AUTODESK COM 052769106 2,603 0 0.00 512 -30.05 0.0377
2022-01-19 2021-12-31 13F AUTODESK COM 052769106 2,603 0 0.00 732 -1.35 0.0503
2021-10-21 2021-09-30 13F AUTODESK COM 052769106 2,603 9 0.35 742 -1.98 0.0560
2021-07-20 2021-06-30 13F AUTODESK COM 052769106 2,594 0 0.00 757 5.29 0.0589
2021-04-23 2021-03-31 13F AUTODESK COM 052769106 2,594 1,601 161.23 719 137.29 0.0630
2021-01-22 2020-12-31 13F AUTODESK COM 052769106 993 39 4.09 303 37.73 0.0297
2020-10-14 2020-09-30 13F AUTODESK COM 052769106 954 0 0.00 220 -3.51 0.0286
2020-07-21 2020-06-30 13F AUTODESK COM 052769106 954 954 228 0.0325
2017-08-01 2017-06-30 13F AUTODESK COM 052769106 0 -2,498 -100.00 0 -100.00
2017-05-05 2017-03-31 13F AUTODESK COM 052769106 2,498 2,498 216 0.0424
2014-02-12 2013-12-31 13F AUTODESK COM 052769106 0 -1,000 -100.00 0 -100.00
2014-02-26 2013-09-30 13F AUTODESK COM 052769106 1,000 0 0.00 41 20.59 0.0167
2014-03-03 2013-06-30 13F AUTODESK COM 052769106 1,000 0 0.00 34 -17.07 0.0160
2014-03-03 2013-03-31 13F AUTODESK COM 052769106 1,000 0 0.00 41 17.14 0.0208
2014-03-07 2012-12-31 13F AUTODESK COM 052769106 1,000 1,000 35 0.0228
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.