Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionRFG Advisory, LLC
Latest Disclosed Ownership1,949 shares
Latest Disclosed Value $ 466,591
RFG Advisory, LLC reports 52.38% increase in ownership of ADSK / Autodesk, Inc.

On April 17, 2026 - RFG Advisory, LLC filed a 13F-HR form disclosing ownership of 1,949 shares of Autodesk, Inc. (MX:ADSK) valued at $466,591 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,279 shares of Autodesk, Inc.. This represents a change in shares of 52.38% 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)
2026-04-17 2026-03-31 13F AUTODESK COM 052769106 1,949 670 52.38 467 23.28 0.0086
2026-02-03 2025-12-31 13F AUTODESK COM 052769106 1,279 550 75.45 379 63.64 0.0071
2025-11-06 2025-09-30 13F AUTODESK COM 052769106 729 729 232 0.0048
2023-10-16 2023-09-30 13F AUTODESK COM 052769106 0 -1,717 -100.00 0 -100.00
2023-08-03 2023-06-30 13F AUTODESK COM 052769106 1,717 -109 -5.97 351 -7.63 0.0156
2023-05-09 2023-03-31 13F AUTODESK COM 052769106 1,826 -67 -3.54 380 -10.17 0.0186
2023-02-15 2022-12-31 13F AUTODESK COM 052769106 1,893 172 9.99 423 23.68 0.0214
2022-11-10 2022-09-30 13F AUTODESK COM 052769106 1,721 58 3.49 342 -7.32 0.0195
2022-08-09 2022-06-30 13F AUTODESK COM 052769106 1,663 5 0.30 369 3.94 0.0213
2022-05-11 2022-03-31 13F AUTODESK COM 052769106 1,658 -133 -7.43 355 -29.56 0.0226
2022-02-02 2021-12-31 13F AUTODESK COM 052769106 1,791 37 2.11 504 0.80 0.0346
2021-10-19 2021-09-30 13F AUTODESK COM 052769106 1,754 95 5.73 500 3.31 0.0411
2021-07-29 2021-06-30 13F AUTODESK COM 052769106 1,659 -45 -2.64 484 2.54 0.0431
2021-04-19 2021-03-31 13F AUTODESK COM 052769106 1,704 -41 -2.35 472 -15.41 0.0514
2021-02-02 2020-12-31 13F AUTODESK COM 052769106 1,745 -428 -19.70 558 11.16 0.0730
2020-10-13 2020-09-30 13F AUTODESK COM 052769106 2,173 101 4.87 502 1.21 0.0704
2020-08-03 2020-06-30 13F AUTODESK COM 052769106 2,072 -44 -2.08 496 50.30 0.0771
2020-04-17 2020-03-31 13F AUTODESK COM 052769106 2,116 -277 -11.58 330 -24.83 0.0620
2020-01-22 2019-12-31 13F AUTODESK COM 052769106 2,393 211 9.67 439 36.34 0.0747
2019-11-13 2019-09-30 13F AUTODESK COM 052769106 2,182 -578 -20.94 322 -28.44 0.0641
2019-08-23 2019-06-30 13F/A-1 AUTODESK COM 052769106 2,760 2,760 450 0.1027
2019-08-15 2019-06-30 13F AUTODESK COM 052769106 2,760 450
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.