Autodesk, Inc.
MX ˙ BMV ˙ US0527691069
SecurityMX:ADSK / Autodesk, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership1,835 shares
Latest Disclosed Value $ 439,299
Wealthcare Advisory Partners LLC reports 7.28% decrease in ownership of ADSK / Autodesk, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 1,835 shares of Autodesk, Inc. (MX:ADSK) valued at $439,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,979 shares of Autodesk, Inc.. This represents a change in shares of -7.28% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-14 2026-03-31 13F AUTODESK COM 052769106 1,835 -144 -7.28 439 -24.96 0.0085
2026-01-14 2025-12-31 13F AUTODESK COM 052769106 1,979 186 10.37 586 2.81 0.0115
2025-11-07 2025-09-30 13F AUTODESK COM 052769106 1,793 -69 -3.71 570 -1.22 0.0119
2025-07-22 2025-06-30 13F AUTODESK COM 052769106 1,862 59 3.27 577 22.03 0.0132
2025-04-15 2025-03-31 13F AUTODESK COM 052769106 1,803 1,026 132.05 472 106.11 0.0127
2025-01-15 2024-12-31 13F AUTODESK COM 052769106 777 -21 -2.63 230 4.57 0.0064
2024-11-04 2024-09-30 13F AUTODESK COM 052769106 798 798 220 0.0063
2024-08-12 2024-06-30 13F AUTODESK COM 052769106 0 -813 -100.00 0 -100.00
2024-08-12 2024-06-30 13F AUTODESK COM 052769106 0 0
2024-04-15 2024-03-31 13F AUTODESK COM 052769106 813 813 212 0.0069
2023-07-17 2023-06-30 13F AUTODESK COM 052769106 0 -1,636 -100.00 0 -100.00
2023-05-04 2023-03-31 13F AUTODESK COM 052769106 1,636 5 0.31 341 11.84 0.0146
2023-02-13 2022-12-31 13F AUTODESK COMMON 052769106 1,631 101 6.60 305 6.29 0.0146
2022-11-14 2022-09-30 13F AUTODESK COMMON 052769106 1,530 200 15.04 286 24.89 0.0163
2022-08-15 2022-06-30 13F AUTODESK COMMON 052769106 1,330 65 5.14 229 -15.50 0.0139
2022-04-15 2022-03-31 13F AUTODESK COMMON 052769106 1,265 93 7.94 271 -17.88 0.0165
2022-02-11 2021-12-31 13F AUTODESK COMMON 052769106 1,172 -138 -10.53 330 -11.76 0.0197
2021-11-15 2021-09-30 13F AUTODESK Equity 052769106 1,310 -185 -12.37 374 -14.22 0.0245
2021-08-16 2021-06-30 13F AUTODESK COMMON 052769106 1,495 93 6.63 436 12.08 0.0292
2021-04-30 2021-03-31 13F AUTODESK COMMON 052769106 1,402 215 18.11 389 7.46 0.0282
2021-02-12 2020-12-31 13F AUTODESK COMMON 052769106 1,187 21 1.80 362 34.57 0.0322
2020-10-29 2020-09-30 13F AUTODESK COMMON 052769106 1,166 19 1.66 269 -1.82 0.0295
2020-07-29 2020-06-30 13F AUTODESK COMMON 052769106 1,147 28 2.50 274 56.57 0.0342
2020-04-29 2020-03-31 13F AUTODESK COMMON 052769106 1,119 911 437.98 175 360.53 0.0257
2020-01-29 2019-12-31 13F AUTODESK INC COM COMMON 052769106 208 0 0.00 38 22.58 0.0048
2019-10-16 2019-09-30 13F AUTODESK INC COM COMMON 052769106 208 0 0.00 31 -8.82 0.0045
2019-07-30 2019-06-30 13F AUTODESK INC COM COMMON 052769106 208 -61 -22.68 34 -19.05 0.0054
2019-05-13 2019-03-31 13F AUTODESK INC COM COMMON 052769106 269 0 0.00 42 20.00 0.0072
2019-02-14 2018-12-31 13F AUTODESK INC COM COMMON 052769106 269 0 0.00 35 -16.67 0.0068
2018-11-14 2018-09-30 13F AUTODESK INC COM COMMON 052769106 269 0 0.00 42 20.00 0.0077
2018-08-13 2018-06-30 13F AUTODESK INC COM COMMON 052769106 269 61 29.33 35 34.62 0.0069
2018-05-14 2018-03-31 13F AUTODESK INC COM COMMON 052769106 208 0 0.00 26 18.18 0.0059
2018-02-14 2017-12-31 13F AUTODESK INC COM COMMON 052769106 208 158 316.00 22 266.67 0.0057
2017-11-15 2017-09-30 13F AUTODESK INC COM COMMON 052769106 50 50 6 0.0018
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.