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Capital Performance Advisors’s Autodesk ADSK Stock Holding History

Capital Performance Advisors’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
Q1 		$999K Buy
4,172
+2,759
+195% +$693K 0.07% 127
2025
Q4 		$418K Buy
1,413
+283
+25% +$85.6K 0.03% 245
2025
Q3 		$359K Buy
1,130
+166
+17% +$50.6K 0.06% 178
2025
Q2 		$298K Buy
964
+42
+5% +$11.9K 0.06% 159
2025
Q1 		$241K Buy
+922
New +$262K 0.05% 203
2024
Q4 		– Sell
-38
Closed -$10.5K – 210
2024
Q3 		$10.5K Buy
+38
New +$9.56K ﹤0.01% 827

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital Performance Advisors's ADSK Position: Q1 2026 in Review

Capital Performance Advisors increased its Autodesk (ADSK) stake by 195% in Q1 2026, buying an estimated $693K and bringing the position to 4,172 shares worth $999K. The position accounts for 0.07% of the portfolio, ranked #127.

Capital Performance Advisors first reported a position in ADSK in Q3 2024 and has held it in 6 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Capital Performance Advisors held 4,172 shares of Autodesk worth $999K as of Q1 2026.
  • Capital Performance Advisors bought 2,759 Autodesk shares in Q1 2026, an estimated $693K.
  • Autodesk made up 0.07% of Capital Performance Advisors's portfolio in Q1 2026, its #127 holding.
  • Capital Performance Advisors first reported a position in Autodesk in Q3 2024 and has held it in 6 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.