Claret Asset Management’s Autodesk ADSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$226K Buy
+1,161
New +$265K 0.02% 355
2026
Q1
– Sell
-764
Closed -$226K – 358
2025
Q4
$226K Buy
764
+7
+0.9% +$2.12K 0.03% 318
2025
Q3
$240K Sell
757
-11
-1% -$3.35K 0.03% 290
2025
Q2
$238K Sell
768
-125
-14% -$35.5K 0.03% 194
2025
Q1
$234K Buy
+893
New +$254K 0.03% 215

Other funds holding ADSK

Claret Asset Management's ADSK Position: Q2 2026 in Review

Claret Asset Management opened a new position in Autodesk (ADSK) in Q2 2026: 1,161 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: Claret Asset Management previously reported a position in ADSK as recently as Q4 2025.

Claret Asset Management first reported a position in ADSK in Q1 2025 and has held it in 5 quarters since. The position peaked at $240K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Claret Asset Management held 1,161 shares of Autodesk worth $226K as of Q2 2026.
  • Autodesk was a new Claret Asset Management position in Q2 2026.
  • Autodesk made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #355 holding.
  • Claret Asset Management first reported a position in Autodesk in Q1 2025 and has held it in 5 quarters since.
  • Claret Asset Management's Autodesk position peaked at $240K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.