Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionVenturi Wealth Management, LLC
Latest Disclosed Ownership8,541 shares
Latest Disclosed Value $ 2,044,716
Venturi Wealth Management, LLC reports 1.50% increase in ownership of ADSK / Autodesk, Inc.

On April 21, 2026 - Venturi Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,541 shares of Autodesk, Inc. (MX:ADSK) valued at $2,044,716 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 8,415 shares of Autodesk, Inc.. This represents a change in shares of 1.50% 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)
2026-04-21 2026-03-31 13F Autodesk Common Stock 052769106 8,541 126 1.50 2,045 -17.91 0.0921
2026-01-22 2025-12-31 13F Autodesk Common Stock 052769106 8,415 106 1.28 2,491 -5.65 0.1106
2025-10-23 2025-09-30 13F Autodesk Common Stock 052769106 8,309 1,025 14.07 2,640 17.08 0.0667
2025-07-23 2025-06-30 13F Autodesk Common Stock 052769106 7,284 -1,349 -15.63 2,255 -0.27 0.1114
2025-05-06 2025-03-31 13F AUTODESK COM 052769106 8,633 -25 -0.29 2,260 -11.68 0.1176
2025-01-31 2024-12-31 13F AUTODESK COM 052769106 8,658 5,810 204.00 2,559 226.40 0.1259
2024-11-04 2024-09-30 13F AUTODESK COM 052769106 2,848 1,447 103.28 785 126.59 0.0411
2024-07-19 2024-06-30 13F AUTODESK COM 052769106 1,401 73 5.50 347 0.29 0.0205
2024-04-23 2024-03-31 13F AUTODESK COM 052769106 1,328 72 5.73 346 13.11 0.0222
2024-01-23 2023-12-31 13F AUTODESK COM 052769106 1,256 45 3.72 306 22.00 0.0216
2023-11-02 2023-09-30 13F AUTODESK COM 052769106 1,211 -82 -6.34 251 -5.30 0.0197
2023-07-24 2023-06-30 13F AUTODESK COM 052769106 1,293 -123 -8.69 265 -10.20 0.0213
2023-05-02 2023-03-31 13F AUTODESK COM 052769106 1,416 -64 -4.32 295 6.52 0.0242
2023-01-31 2022-12-31 13F AUTODESK COM 052769106 1,480 -13 -0.87 277 -1.08 0.0244
2022-11-14 2022-09-30 13F AUTODESK COM 052769106 1,493 -157 -9.52 279 -1.76 0.0268
2022-08-12 2022-06-30 13F AUTODESK COM 052769106 1,650 -597 -26.57 284 -41.08 0.0253
2022-05-13 2022-03-31 13F AUTODESK COM 052769106 2,247 136 6.44 482 -18.86 0.0369
2022-02-08 2021-12-31 13F AUTODESK COM 052769106 2,111 66 3.23 594 1.89 0.0450
2021-11-10 2021-09-30 13F/A-1 AUTODESK COM 052769106 2,045 -472 -18.75 583 -20.68 0.0486
2021-10-19 2021-09-30 13F AUTODESK COM 052769106 2,045 -472 583 0.0437
2021-08-02 2021-06-30 13F AUTODESK COM 052769106 2,517 -1,004 -28.51 735 -24.69 0.0654
2021-04-22 2021-03-31 13F AUTODESK COM 052769106 3,521 -206 -5.53 976 -14.08 0.0932
2021-01-28 2020-12-31 13F AUTODESK COM 052769106 3,727 -299 -7.43 1,136 22.28 0.1176
2020-11-03 2020-09-30 13F AUTODESK COM 052769106 4,026 1,969 95.72 929 88.82 0.1076
2020-08-05 2020-06-30 13F AUTODESK COM 052769106 2,057 -121 -5.56 492 44.71 0.0661
2020-05-15 2020-03-31 13F/A-1 AUTODESK COM 052769106 2,178 -102 -4.47 340 -18.66 0.0581
2020-01-27 2019-12-31 13F AUTODESK COM 052769106 2,280 -195 -7.88 418 14.21 0.0507
2019-11-07 2019-09-30 13F/A-1 AUTODESK COM 052769106 2,475 -275 -10.00 366 -18.30 0.0471
2019-10-29 2019-09-30 13F AUTODESK COM 052769106 2,475 -275 366
2019-08-07 2019-06-30 13F AUTODESK COM 052769106 2,750 -132 -4.58 448 -5.08 0.0607
2019-05-14 2019-03-31 13F AUTODESK COM 052769106 2,882 -167 -5.48 472 26.88 0.0614
2019-02-12 2018-12-31 13F AUTODESK COM 052769106 3,049 882 40.70 372 10.39 0.0600
2018-11-10 2018-09-30 13F AUTODESK COM 052769106 2,167 0 0.00 337 15.02 0.0596
2018-08-14 2018-06-30 13F AUTODESK COM 052769106 2,167 0 0.00 293 7.72 0.0546
2018-05-09 2018-03-31 13F AUTODESK COM 052769106 2,167 -388 -15.19 272 1.49 0.0525
2018-02-13 2017-12-31 13F AUTODESK COM 052769106 2,555 243 10.51 268 3.08 0.0513
2017-11-14 2017-09-30 13F AUTODESK COM 052769106 2,312 -48 -2.03 260 9.24 0.0550
2017-08-07 2017-06-30 13F AUTODESK COM 052769106 2,360 -83 -3.40 238 12.80 0.0541
2017-05-10 2017-03-31 13F AUTODESK COM 052769106 2,443 2,443 211 0.0488
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.