Autodesk, Inc.
US ˙ NasdaqGS ˙ US0527691069

SecurityADSK / Autodesk, Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership6,611 shares
Latest Disclosed Value $ 2,100,224
Wetherby Asset Management Inc reports 2.51% increase in ownership of ADSK / Autodesk, Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 6,611 shares of Autodesk, Inc. (US:ADSK) valued at $2,100,116 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 6,449 shares of Autodesk, Inc.. This represents a change in shares of 2.51% during the quarter. The current value of the position is $1,520,266 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)
2025-11-14 2025-09-30 13F AUTODESK COM 052769106 6,611 162 2.51 2,100 5.21 0.0857
2025-08-14 2025-06-30 13F AUTODESK COM 052769106 6,449 612 10.48 1,997 15.71 0.0889
2025-02-14 2024-12-31 13F AUTODESK COM 052769106 5,837 96 1.67 1,725 9.11 0.0827
2024-11-14 2024-09-30 13F AUTODESK COM 052769106 5,741 -128 -2.18 1,582 8.88 0.0723
2024-08-14 2024-06-30 13F AUTODESK COM 052769106 5,869 -61 -1.03 1,452 -5.96 0.0685
2024-05-15 2024-03-31 13F AUTODESK COM 052769106 5,930 38 0.64 1,544 7.67 0.0736
2024-02-14 2023-12-31 13F AUTODESK COM 052769106 5,892 54 0.92 1,435 18.81 0.0747
2023-11-14 2023-09-30 13F AUTODESK COM 052769106 5,838 -100 -1.68 1,208 -0.58 0.0685
2023-08-14 2023-06-30 13F AUTODESK COM 052769106 5,938 -194 -3.16 1,215 -4.86 0.0654
2023-05-12 2023-03-31 13F AUTODESK COM 052769106 6,132 692 12.72 1,276 25.59 0.0747
2023-02-14 2022-12-31 13F AUTODESK COM 052769106 5,440 56 1.04 1,017 0.99 0.0653
2022-11-14 2022-09-30 13F AUTODESK COM 052769106 5,384 668 14.16 1,006 24.04 0.0709
2022-08-15 2022-06-30 13F AUTODESK COM 052769106 4,716 -533 -10.15 811 -27.91 0.0554
2022-05-16 2022-03-31 13F AUTODESK COM 052769106 5,249 264 5.30 1,125 -19.76 0.0645
2022-02-14 2021-12-31 13F AUTODESK COM 052769106 4,985 -131 -2.56 1,402 -3.91 0.0787
2021-11-15 2021-09-30 13F AUTODESK COM 052769106 5,116 -49 -0.95 1,459 -3.25 0.0900
2021-08-16 2021-06-30 13F AUTODESK COM 052769106 5,165 242 4.92 1,508 10.48 0.0920
2021-05-14 2021-03-31 13F AUTODESK COM 052769106 4,923 -444 -8.27 1,365 -16.72 0.1040
2021-02-11 2020-12-31 13F AUTODESK COM 052769106 5,367 4,968 1,245.11 1,639 1,681.52 0.1111
2020-12-16 2020-09-30 13F/A-01 AUTODESK COM 052769106 4,946 -458 1,143 0.1048
2020-12-16 2020-09-30 13F/A-02 AUTODESK COM 052769106 399 -5,005 -92.62 92 -92.88 0.2764
2020-11-13 2020-09-30 13F AUTODESK COM 052769106 5,509 105 1,273 80,973.9776
2020-08-14 2020-06-30 13F AUTODESK COM 052769106 5,404 324 6.38 1,292 62.93 0.1225
2020-05-06 2020-03-31 13F AUTODESK COM 052769106 5,080 344 7.26 793 -8.75 0.0890
2020-01-28 2019-12-31 13F AUTODESK COM 052769106 4,736 -69 -1.44 869 22.57 0.0856
2019-10-31 2019-09-30 13F AUTODESK COM 052769106 4,805 30 0.63 709 -8.87 0.0740
2019-07-25 2019-06-30 13F AUTODESK COM 052769106 4,775 3 0.06 778 4.57 0.0852
2019-07-25 2019-03-31 13F/A-1 AUTODESK COM 052769106 4,772 -6 -0.13 744 21.17 0.0926
2019-05-09 2019-03-31 13F AUTODESK COM 052769106 4,772 -6 744
2019-01-30 2018-12-31 13F AUTODESK COM 052769106 4,778 221 4.85 614 -13.76 0.0868
2018-11-07 2018-09-30 13F AUTODESK COM 052769106 4,557 272 6.35 712 26.69 0.0879
2018-07-24 2018-06-30 13F AUTODESK COM 052769106 4,285 278 6.94 562 11.73 0.0761
2018-05-04 2018-03-31 13F AUTODESK COM 052769106 4,007 265 7.08 503 27.99 0.0694
2018-02-09 2017-12-31 13F AUTODESK COM 052769106 3,742 -128 -3.31 393 -9.66 0.0545
2017-11-13 2017-09-30 13F AUTODESK COM 052769106 3,870 130 3.48 435 15.38 0.0647
2017-08-01 2017-06-30 13F AUTODESK COM 052769106 3,740 -356 -8.69 377 6.50 0.0641
2017-04-27 2017-03-31 13F AUTODESK COM 052769106 4,096 772 23.23 354 43.90 0.0637
2017-02-08 2016-12-31 13F AUTODESK COM 052769106 3,324 -37 -1.10 246 1.23 0.0482
2016-11-14 2016-09-30 13F AUTODESK COM 052769106 3,361 3,361 243 0.0492
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.