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Cape Investment Advisory’s Autodesk ADSK Stock Holding History

Cape Investment Advisory’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 		$557K Sell
2,866
-253
-8% -$57.8K 0.15% 116
2026
Q1 		$747K Sell
3,119
-228
-7% -$57.3K 0.25% 82
2025
Q4 		$991K Sell
3,347
-92
-3% -$27.8K 0.3% 64
2025
Q3 		$1.09M Buy
3,439
+64
+2% +$19.5K 1.07% 19
2025
Q2 		$1.04M Buy
3,375
+101
+3% +$28.7K 0.38% 51
2025
Q1 		$857K Sell
3,274
-139
-4% -$39.5K 0.34% 64
2024
Q4 		$1.01M Buy
3,413
+21
+0.6% +$6.2K 0.39% 53
2024
Q3 		$934K Sell
3,392
-6
-0.2% -$1.51K 0.38% 58
2024
Q2 		$841K Buy
3,398
+63
+2% +$14.2K 0.38% 57
2024
Q1 		$869K Buy
3,335
+32
+1% +$8.1K 0.41% 54
2023
Q4 		$804K Buy
3,303
+1,870
+130% +$404K 0.39% 53
2023
Q3 		$297K Buy
1,433
+61
+4% +$12.8K 0.17% 98
2023
Q2 		$281K Buy
1,372
+14
+1% +$2.8K 0.16% 102
2023
Q1 		$283K Buy
+1,358
New +$280K 0.17% 95

Other funds holding ADSK

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Cape Investment Advisory's ADSK Position: Q2 2026 in Review

Cape Investment Advisory reduced its Autodesk (ADSK) stake by 8.1% in Q2 2026, selling an estimated $57.8K and leaving 2,866 shares worth $557K. The position accounts for 0.15% of the portfolio, ranked #116.

Cape Investment Advisory first reported a position in ADSK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2025. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Cape Investment Advisory held 2,866 shares of Autodesk worth $557K as of Q2 2026.
  • Cape Investment Advisory sold 253 Autodesk shares in Q2 2026, an estimated $57.8K.
  • Autodesk made up 0.15% of Cape Investment Advisory's portfolio in Q2 2026, its #116 holding.
  • Cape Investment Advisory first reported a position in Autodesk in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Autodesk position peaked at $1.09M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.