Autodesk, Inc.
US ˙ NasdaqGS ˙ US0527691069

SecurityADSK / Autodesk, Inc.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership1,081 shares
Latest Disclosed Value $ 258,755
Ritholtz Wealth Management reports 17.79% decrease in ownership of ADSK / Autodesk, Inc.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 1,081 shares of Autodesk, Inc. (US:ADSK) valued at $258,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,315 shares of Autodesk, Inc.. This represents a change in shares of -17.79% during the quarter. The current value of the position is $248,198 USD.

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)
2026-04-20 2026-03-31 13F AUTODESK COM 052769106 1,081 -234 -17.79 259 -33.68 0.0045
2026-01-23 2025-12-31 13F AUTODESK COM 052769106 1,315 161 13.95 389 6.28 0.0071
2025-10-28 2025-09-30 13F AUTODESK COM 052769106 1,154 29 2.58 367 5.17 0.0071
2025-07-28 2025-06-30 13F AUTODESK COM 052769106 1,125 1,125 348 0.0077
2023-01-19 2022-12-31 13F AUTODESK COM 052769106 0 -1,142 -100.00 0 -100.00
2022-10-19 2022-09-30 13F AUTODESK COM 052769106 1,142 1,142 213 0.0113
2022-01-15 2021-12-31 13F AUTODESK COM 052769106 0 -815 -100.00 0 -100.00
2021-10-14 2021-09-30 13F AUTODESK COM 052769106 815 -352 -30.16 232 -31.96 0.0161
2021-07-20 2021-06-30 13F AUTODESK COM 052769106 1,167 95 8.86 341 14.81 0.0246
2021-05-12 2021-03-31 13F AUTODESK COM 052769106 1,072 -152 -12.42 297 -20.59 0.0247
2021-01-19 2020-12-31 13F AUTODESK COM 052769106 1,224 339 38.31 374 83.33 0.0358
2020-10-23 2020-09-30 13F AUTODESK COM 052769106 885 885 204 0.0229
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.