BWC
ADSK icon

Blue Whale Capital’s Autodesk ADSK Stock Holding History

Blue Whale Capital’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-116,504
Closed -$24.3M – 15
2023
Q1 		$24.3M Sell
116,504
-15,500
-12% -$3.19M 4.01% 11
2022
Q4 		$24.7M Hold
132,004
– – 4.2% 12
2022
Q3 		$24.7M Buy
132,004
+11,000
+9% +$2.22M 4.41% 11
2022
Q2 		$20.8M Buy
121,004
+92,300
+322% +$17.7M 3.06% 14
2022
Q1 		$6.15M Sell
28,704
-140,800
-83% -$32.4M 0.59% 17
2021
Q4 		$47.7M Sell
169,504
-19,000
-10% -$5.54M 3.88% 11
2021
Q3 		$53.8M Buy
188,504
+5,150
+3% +$1.58M 5.1% 11
2021
Q2 		$53.5M Hold
183,354
– – 6.08% 7
2021
Q1 		$50.8M Sell
183,354
-19,900
-10% -$5.74M 6.7% 6
2020
Q4 		$62.1M Buy
203,254
+25,400
+14% +$6.69M 8.83% 3
2020
Q3 		$41.1M Buy
177,854
+61,450
+53% +$14.6M 7.94% 4
2020
Q2 		$27.8M Sell
116,404
-34,500
-23% -$6.78M 7.52% 4
2020
Q1 		$23.6M Buy
150,904
+59,000
+64% +$10.8M 10.39% 3
2019
Q4 		$16.9M Buy
+91,904
New +$14.9M 8.46% 4

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Blue Whale Capital's ADSK Position: Q2 2023 in Review

Blue Whale Capital sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 116,504 shares — an estimated $24.3M sold.

Blue Whale Capital first reported a position in ADSK in Q4 2019 and held it in 14 quarters. The position peaked at $62.1M in Q4 2020. 1,081 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

  • Blue Whale Capital reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
  • Blue Whale Capital sold 116,504 Autodesk shares in Q2 2023, an estimated $24.3M.
  • Blue Whale Capital first reported a position in Autodesk in Q4 2019 and held it in 14 quarters.
  • Blue Whale Capital's Autodesk position peaked at $62.1M in Q4 2020.
  • 1,081 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Blue Whale Capital's 13F filing for Q2 2023, filed 10 Aug 2023.