Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionMission Wealth Management, Lp
Latest Disclosed Ownership5,641 shares
Latest Disclosed Value $ 1,350,519
Mission Wealth Management, Lp reports 9.54% decrease in ownership of ADSK / Autodesk, Inc.

On May 15, 2026 - Mission Wealth Management, Lp filed a 13F-HR form disclosing ownership of 5,641 shares of Autodesk, Inc. (MX:ADSK) valued at $1,350,519 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,236 shares of Autodesk, Inc.. This represents a change in shares of -9.54% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F AUTODESK COM 052769106 5,641 -595 -9.54 1,351 -26.83 0.0278
2026-02-05 2025-12-31 13F AUTODESK COM 052769106 6,236 -200 -3.11 1,846 -9.74 0.0368
2025-11-04 2025-09-30 13F AUTODESK COM 052769106 6,436 -76 -1.17 2,044 1.39 0.0406
2025-08-05 2025-06-30 13F AUTODESK COM 052769106 6,512 50 0.77 2,016 19.22 0.0431
2025-04-17 2025-03-31 13F AUTODESK COM 052769106 6,462 152 2.41 1,692 -9.33 0.0415
2025-02-06 2024-12-31 13F AUTODESK COM 052769106 6,310 -273 -4.15 1,865 2.87 0.0435
2024-10-31 2024-09-30 13F AUTODESK COM 052769106 6,583 -81 -1.22 1,814 9.95 0.0439
2024-08-05 2024-06-30 13F AUTODESK COM 052769106 6,664 -124 -1.83 1,649 -6.68 0.0437
2024-04-30 2024-03-31 13F AUTODESK COM 052769106 6,788 -113 -1.64 1,768 5.18 0.0465
2024-02-05 2023-12-31 13F AUTODESK COM 052769106 6,901 323 4.91 1,680 23.44 0.0546
2023-10-24 2023-09-30 13F AUTODESK COM 052769106 6,578 15 0.23 1,361 1.42 0.0507
2023-08-04 2023-06-30 13F AUTODESK COM 052769106 6,563 -7 -0.11 1,343 -1.83 0.0507
2023-04-07 2023-03-31 13F AUTODESK COM 052769106 6,570 53 0.81 1,368 12.33 0.0573
2023-02-02 2022-12-31 13F AUTODESK COM 052769106 6,517 110 1.72 1,218 1.67 0.0583
2022-10-12 2022-09-30 13F AUTODESK COM 052769106 6,407 109 1.73 1,197 10.53 0.0634
2022-07-27 2022-06-30 13F AUTODESK COM 052769106 6,298 1,170 22.82 1,083 -1.46 0.0569
2022-04-25 2022-03-31 13F AUTODESK COM 052769106 5,128 659 14.75 1,099 -12.57 0.0508
2022-02-11 2021-12-31 13F AUTODESK COM 052769106 4,469 -56 -1.24 1,257 -2.56 0.0566
2021-11-05 2021-09-30 13F AUTODESK COM 052769106 4,525 -20 -0.44 1,290 -2.79 0.0657
2021-08-10 2021-06-30 13F AUTODESK COM 052769106 4,545 17 0.38 1,327 5.74 0.0703
2021-05-10 2021-03-31 13F AUTODESK COM 052769106 4,528 194 4.48 1,255 -5.14 0.0728
2021-01-19 2020-12-31 13F AUTODESK COM 052769106 4,334 797 22.53 1,323 61.93 0.0828
2020-10-16 2020-09-30 13F AUTODESK COM 052769106 3,537 33 0.94 817 -2.51 0.0612
2020-08-03 2020-06-30 13F AUTODESK COM 052769106 3,504 100 2.94 838 57.82 0.0723
2020-04-27 2020-03-31 13F/A-1 AUTODESK COM 052769106 3,404 -56 -1.62 531 -16.38 0.0586
2020-04-10 2020-03-31 13F AUTODESK COM 052769106 3,404 -56 531 58,894.6440
2020-01-21 2019-12-31 13F AUTODESK COM 052769106 3,460 98 2.91 635 27.77 0.0611
2019-10-16 2019-09-30 13F AUTODESK COM 052769106 3,362 96 2.94 497 -6.58 0.0531
2019-08-09 2019-06-30 13F AUTODESK COM 052769106 3,266 20 0.62 532 5.14 0.0596
2019-05-14 2019-03-31 13F AUTODESK COM 052769106 3,246 141 4.54 506 26.82 0.0587
2019-02-07 2018-12-31 13F AUTODESK COM 052769106 3,105 588 23.36 399 1.53 0.0520
2018-11-01 2018-09-30 13F AUTODESK COM 052769106 2,517 333 15.25 393 37.41 0.0517
2018-08-08 2018-06-30 13F AUTODESK COM 052769106 2,184 2,184 286 0.0422
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.