Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership2,636 shares
Latest Disclosed Value $ 627,025
Modern Wealth Management, LLC reports 18.85% increase in ownership of ADSK / Autodesk, Inc.

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,636 shares of Autodesk, Inc. (MX:ADSK) valued at $627,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,218 shares of Autodesk, Inc.. This represents a change in shares of 18.85% 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)
2026-05-14 2026-03-31 13F AUTODESK COM 052769106 2,636 418 18.85 627 -4.42 0.0096
2026-02-17 2025-12-31 13F AUTODESK COM 052769106 2,218 1,066 92.53 657 79.73 0.0120
2025-11-12 2025-09-30 13F AUTODESK COM 052769106 1,152 -197 -14.60 366 -12.47 0.0072
2025-11-12 2025-06-30 13F/A-1 AUTODESK COM 052769106 1,349 533 65.32 418 95.77 0.0103
2025-08-14 2025-06-30 13F AUTODESK COM 052769106 1,349 533 418 0.0104
2025-06-02 2025-03-31 13F/A-1 AUTODESK COM 052769106 816 -142 -14.82 214 -24.73 0.0068
2025-05-15 2025-03-31 13F AUTODESK COM 052769106 810 -148 212 0.0065
2025-05-30 2024-12-31 13F/A-3 AUTODESK COM 052769106 958 87 9.99 283 18.41 0.0106
2025-05-30 2024-12-31 13F/A-1 AUTODESK COM 052769106 958 87 283 0.0113
2025-02-11 2024-12-31 13F AUTODESK COM 052769106 858 -13 262 0.0092
2025-05-30 2024-09-30 13F/A-3 AUTODESK COM 052769106 871 871 240 0.0147
2025-05-29 2024-09-30 13F/A-1 AUTODESK COM 052769106 871 871 240 0.0149
2024-11-05 2024-09-30 13F AUTODESK COM 052769106 871 871 240 0.0146
2024-08-08 2024-06-30 13F AUTODESK COM 052769106 0 -10,521 -100.00 0 -100.00
2025-05-29 2024-03-31 13F/A-2 AUTODESK COM 052769106 10,521 10,521 2,740 22.2853
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.