Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership10,654 shares
Latest Disclosed Value $ 2,550,450
Sequoia Financial Advisors, LLC reports 30.61% increase in ownership of ADSK / Autodesk, Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 10,654 shares of Autodesk, Inc. (MX:ADSK) valued at $2,550,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,157 shares of Autodesk, Inc.. This represents a change in shares of 30.61% 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 COM 052769106 10,654 2,497 30.61 2,550 5.63 0.0143
2026-02-03 2025-12-31 13F AUTODESK COM 052769106 8,157 2,131 35.36 2,415 26.12 0.0135
2025-10-29 2025-09-30 13F AUTODESK COM 052769106 6,026 -266 -4.23 1,914 -1.69 0.0116
2025-07-25 2025-06-30 13F AUTODESK COM 052769106 6,292 2,076 49.24 1,948 76.52 0.0133
2025-04-23 2025-03-31 13F AUTODESK COM 052769106 4,216 264 6.68 1,104 -5.57 0.0085
2025-08-08 2024-12-31 13F/A-1 AUTODESK COM 052769106 3,952 488 14.09 1,168 22.43 0.0112
2025-02-07 2024-12-31 13F AUTODESK COM 052769106 3,952 488 1,168 0.0113
2024-10-21 2024-09-30 13F AUTODESK COM 052769106 3,464 419 13.76 954 26.69 0.0102
2024-07-15 2024-06-30 13F AUTODESK COM 052769106 3,045 788 34.91 753 28.28 0.0091
2024-04-30 2024-03-31 13F AUTODESK COM 052769106 2,257 -3,266 -59.13 588 -56.32 0.0073
2024-01-26 2023-12-31 13F AUTODESK COM 052769106 5,523 3,831 226.42 1,345 284.00 0.0167
2023-11-08 2023-09-30 13F AUTODESK COM 052769106 1,692 13 0.77 350 2.04 0.0061
2023-08-08 2023-06-30 13F AUTODESK COM 052769106 1,679 -166 -9.00 344 -10.68 0.0059
2023-04-25 2023-03-31 13F AUTODESK COM 052769106 1,845 39 2.16 384 13.95 0.0085
2023-02-10 2022-12-31 13F/A-1 AUTODESK COM 052769106 1,806 1,806 337 0.0083
2023-01-18 2022-12-31 13F AUTODESK COM 052769106 1,806 1,806 337 0.0076
2022-10-26 2022-09-30 13F AUTODESK COM 052769106 0 -1,184 -100.00 0 -100.00
2022-07-22 2022-06-30 13F AUTODESK COM 052769106 1,184 1,184 204 0.0058
2022-05-13 2022-03-31 13F AUTODESK COM 052769106 0 -1,365 -100.00 0 -100.00
2022-02-22 2021-12-31 13F/A-1 AUTODESK COM 052769106 1,365 1,365 384 0.0105
2022-02-11 2021-12-31 13F AUTODESK COM 052769106 1,365 1,365 384 0.0070
2021-10-26 2021-09-30 13F AUTODESK COM 052769106 0 -1,044 -100.00 0 -100.00
2021-07-27 2021-06-30 13F AUTODESK COM 052769106 1,044 -176 -14.43 305 -9.76 0.0111
2021-05-14 2021-03-31 13F AUTODESK COM 052769106 1,220 -354 -22.49 338 -29.73 0.0142
2021-02-12 2020-12-31 13F AUTODESK COM 052769106 1,574 432 37.83 481 82.20 0.0220
2020-10-23 2020-09-30 13F AUTODESK COM 052769106 1,142 -240 -17.37 264 -20.24 0.0139
2020-08-25 2020-06-30 13F/A-1 AUTODESK COM 052769106 1,382 1,382 331 0.0196
2020-08-11 2020-06-30 13F AUTODESK COM 052769106 1,382 331
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.