Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership3,506 shares
Latest Disclosed Value $ 839,224
Legacy Financial Advisors, Inc. reports 1.57% decrease in ownership of ADSK / Autodesk, Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,506 shares of Autodesk, Inc. (MX:ADSK) valued at $839,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,562 shares of Autodesk, Inc.. This represents a change in shares of -1.57% 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)
2026-04-30 2026-03-31 13F AUTODESK Stock 052769106 3,506 -56 -1.57 839 -20.40 0.1174
2026-02-04 2025-12-31 13F AUTODESK Stock 052769106 3,562 -88 -2.41 1,054 -9.06 0.1458
2025-11-10 2025-09-30 13F AUTODESK Stock 052769106 3,650 -113 -3.00 1,159 -0.43 0.1597
2025-08-07 2025-06-30 13F AUTODESK Stock 052769106 3,763 -69 -1.80 1,165 16.05 0.1820
2025-05-14 2025-03-31 13F AUTODESK Stock 052769106 3,832 177 4.84 1,003 -7.13 0.1678
2025-02-13 2024-12-31 13F AUTODESK Stock 052769106 3,655 -2 -0.05 1,080 7.25 0.1786
2024-11-14 2024-09-30 13F AUTODESK Stock 052769106 3,657 55 1.53 1,007 13.02 0.1692
2024-08-13 2024-06-30 13F AUTODESK Stock 052769106 3,602 199 5.85 891 0.56 0.1587
2024-05-14 2024-03-31 13F AUTODESK Stock 052769106 3,403 200 6.24 886 13.74 0.1587
2024-02-13 2023-12-31 13F/A-1 AUTODESK Stock 052769106 3,203 351 12.31 780 32.03 0.1498
2024-02-06 2023-12-31 13F AUTODESK Stock 052769106 3,203 351 780 0.1502
2023-11-13 2023-09-30 13F AUTODESK Stock 052769106 2,852 711 33.21 590 34.70 0.1181
2023-08-08 2023-06-30 13F AUTODESK Stock 052769106 2,141 354 19.81 438 17.74 0.0818
2023-05-03 2023-03-31 13F AUTODESK Stock 052769106 1,787 -166 -8.50 372 1.92 0.0760
2023-02-06 2022-12-31 13F AUTODESK Stock 052769106 1,953 131 7.19 365 7.35 0.0786
2022-11-09 2022-09-30 13F AUTODESK Stock 052769106 1,822 92 5.32 340 14.09 0.0813
2022-08-08 2022-06-30 13F AUTODESK Stock 052769106 1,730 384 28.53 298 3.11 0.0741
2022-05-04 2022-03-31 13F AUTODESK Stock 052769106 1,346 -55 -3.93 289 -26.65 0.0650
2022-02-04 2021-12-31 13F AUTODESK Stock 052769106 1,401 324 30.08 394 28.34 0.0904
2021-10-26 2021-09-30 13F AUTODESK Stock 052769106 1,077 -16 -1.46 307 -3.76 0.0753
2021-07-21 2021-06-30 13F AUTODESK Stock 052769106 1,093 43 4.10 319 9.62 0.0808
2021-04-28 2021-03-31 13F AUTODESK Stock 052769106 1,050 82 8.47 291 -1.36 0.0797
2021-02-02 2020-12-31 13F AUTODESK Stock 052769106 968 968 295 0.0834
2019-08-07 2019-06-30 13F AUTODESK Stock 052769106 0 -464 -100.00 0 -100.00
2019-05-14 2019-03-31 13F AUTODESK Stock 052769106 464 6 1.31 72 22.03 0.0244
2019-01-16 2018-12-31 13F AUTODESK Stock 052769106 458 271 144.92 59 103.45 0.0228
2018-10-30 2018-09-30 13F AUTODESK Stock 052769106 187 0 0.00 29 11.54 0.0105
2018-07-17 2018-06-30 13F AUTODESK Stock 052769106 187 11 6.25 26 13.04 0.0099
2018-04-12 2018-03-31 13F AUTODESK Stock 052769106 176 0 0.00 23 27.78 0.0091
2018-02-09 2017-12-31 13F AUTODESK INC COM Stock 052769106 176 176 18 0.0074
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.