Broadwater Capital’s Autodesk ADSK Stock Holding History

Broadwater 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
2026 Q2	$68K	Sell	350 -120	-26%	-$27.4K	0.05%	98
2026 Q1	$139K	Hold	470	–	–	0.1%	73
2025 Q4	$139K	Sell	470 -930	-66%	-$281K	0.1%	73
2025 Q3	$445K	Sell	1,400 -431,998	-100%	-$132M	0.33%	57
2025 Q2	$433M	Buy	433,398 +431,998	+30,857%	+$123M	0.34%	56
2025 Q1	$367K	Hold	1,400	–	–	0.29%	61
2024 Q4	$414K	Hold	1,400	–	–	0.32%	59
2024 Q3	$386K	Hold	1,400	–	–	0.28%	60
2024 Q2	$346K	Hold	1,400	–	–	0.27%	63
2024 Q1	$365K	Hold	1,400	–	–	0.28%	60
2023 Q4	$341K	Buy	+1,400	New	+$302K	0.27%	63

Other funds holding ADSK

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Broadwater Capital's ADSK Position: Q2 2026 in Review

Broadwater Capital reduced its Autodesk (ADSK) stake by 26% in Q2 2026, selling an estimated $27.4K and leaving 350 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #98.

Broadwater Capital first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $433M in Q2 2025. 578 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Broadwater Capital held 350 shares of Autodesk worth $68K as of Q2 2026.
Broadwater Capital sold 120 Autodesk shares in Q2 2026, an estimated $27.4K.
Autodesk made up 0.05% of Broadwater Capital's portfolio in Q2 2026, its #98 holding.
Broadwater Capital first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Autodesk position peaked at $433M in Q2 2025.
578 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.