Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership2,357 shares
Latest Disclosed Value $ 564,266
Perigon Wealth Management, LLC reports 11.09% decrease in ownership of ADSK / Autodesk, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,357 shares of Autodesk, Inc. (MX:ADSK) valued at $564,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,651 shares of Autodesk, Inc.. This represents a change in shares of -11.09% 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)
2026-04-10 2026-03-31 13F AUTODESK COM 052769106 2,357 -294 -11.09 564 -28.06 0.0102
2026-01-16 2025-12-31 13F AUTODESK COM 052769106 2,651 -20 -0.75 785 -7.55 0.0140
2025-10-17 2025-09-30 13F AUTODESK COM 052769106 2,671 -62 -2.27 848 0.24 0.0173
2025-07-16 2025-06-30 13F AUTODESK COM 052769106 2,733 -265 -8.84 846 7.91 0.0198
2025-04-23 2025-03-31 13F AUTODESK COM 052769106 2,998 77 2.64 785 -7.44 0.0202
2025-01-22 2024-12-31 13F AUTODESK COM 052769106 2,921 129 4.62 847 10.14 0.0208
2024-10-16 2024-09-30 13F AUTODESK COM 052769106 2,792 175 6.69 769 18.86 0.0203
2024-08-02 2024-06-30 13F AUTODESK COM 052769106 2,617 688 35.67 648 28.88 0.0188
2024-04-29 2024-03-31 13F AUTODESK COM 052769106 1,929 284 17.26 502 25.50 0.0152
2024-01-29 2023-12-31 13F AUTODESK COM 052769106 1,645 246 17.58 401 38.41 0.0131
2023-10-30 2023-09-30 13F AUTODESK COM 052769106 1,399 -178 -11.29 289 -10.25 0.0117
2023-08-02 2023-06-30 13F/A-1 AUTODESK COM 052769106 1,577 154 10.82 323 8.78 0.0127
2023-08-02 2023-06-30 13F AUTODESK COM 052769106 1,577 154 323 0.0127
2023-05-03 2023-03-31 13F AUTODESK COM 052769106 1,423 -477 -25.11 296 -16.62 0.0168
2023-05-01 2022-12-31 13F/A-1 AUTODESK COM 052769106 1,900 708 59.40 355 59.19 0.0220
2023-02-14 2022-12-31 13F AUTODESK COM 052769106 1,900 355
2022-12-13 2022-09-30 13F AUTODESK COM 052769106 1,192 -113 -8.66 223 -0.45 0.0193
2022-08-11 2022-06-30 13F AUTODESK COM 052769106 1,305 163 14.27 224 -8.57 0.0187
2022-05-16 2022-03-31 13F AUTODESK COM 052769106 1,142 -3 -0.26 245 -23.91 0.0173
2022-02-11 2021-12-31 13F AUTODESK COM 052769106 1,145 186 19.40 322 17.95 0.0230
2021-11-01 2021-09-30 13F/A-1 AUTODESK COM 052769106 959 128 15.40 273 12.35 0.0237
2021-07-19 2021-06-30 13F AUTODESK COM 052769106 831 -9 -1.07 243 4.29 0.0216
2021-05-17 2021-03-31 13F AUTODESK COM 052769106 840 129 18.14 233 7.37 0.0238
2021-01-28 2020-12-31 13F AUTODESK COM 052769106 711 711 217 0.0252
2018-08-08 2018-06-30 13F/A-1 Autodesk COM 052769106 0 -202 -100.00 0 -100.00
2018-05-14 2018-03-31 13F Autodesk COM 052769106 202 2 1.00 25 19.05 0.0092
2018-02-14 2017-12-31 13F Autodesk COM 052769106 200 -102 -33.77 21 -38.24 0.0078
2017-12-05 2017-09-30 13F Autodesk COM 052769106 302 -56 -15.64 34 -5.56 0.0110
2017-09-12 2017-06-30 13F Autodesk COM 052769106 358 56 18.54 36 38.46 0.0078
2017-06-05 2017-03-31 13F Autodesk COM 052769106 302 0 0.00 26 0.00 0.0055
2017-03-07 2016-12-31 13F Autodesk COM 052769106 302 102 51.00 26 85.71 0.0057
2016-11-16 2016-09-30 13F Autodesk COM 052769106 200 200 14 0.0036
2016-08-19 2016-06-30 13F Autodesk COM 052769106 0 -200 -100.00 0 -100.00
2016-06-03 2016-03-31 13F Autodesk COM 052769106 200 200 -83.22 12 -94.62 0.0037
2014-02-18 2013-12-31 13F AUTODESK COM 052769106 0 -1,192 -100.00 0 -100.00
2022-11-14 2011-09-30 13F AUTODESK COM 052769106 1,192 1,192 223 0.0193
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.