Convergence Investment Partners’s Autodesk ADSK Stock Holding History

Convergence Investment Partners’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	$4.95M	Buy	+25,459	New	+$5.81M	0.47%	77
2026 Q1	–	Sell	-3,836	Closed	-$1.14M	–	241
2025 Q4	$1.14M	Buy	+3,836	New	+$1.16M	0.23%	160
2021 Q4	–	Sell	-1,567	Closed	-$447K	–	225
2021 Q3	$447K	Buy	+1,567	New	+$480K	0.24%	102
2021 Q2	–	Sell	-1,882	Closed	-$522K	–	247
2021 Q1	$522K	Buy	1,882 +415	+28%	+$120K	0.24%	99
2020 Q4	$448K	Sell	1,467 -3,956	-73%	-$1.04M	0.23%	106
2020 Q3	$1.25M	Sell	5,423 -803	-13%	-$191K	0.44%	78
2020 Q2	$1.49M	Buy	6,226 +523	+9%	+$103K	0.51%	62
2020 Q1	$890K	Buy	+5,703	New	+$1.05M	0.39%	81
2018 Q2	–	Sell	-30	Closed	-$4K	–	312
2018 Q1	$4K	Buy	+30	New	+$3.57K	﹤0.01%	859

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Convergence Investment Partners's ADSK Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Autodesk (ADSK) in Q2 2026: 25,459 shares worth $4.95M. The stake represents 0.47% of the portfolio and ranks #77 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in ADSK as recently as Q4 2025.

Convergence Investment Partners first reported a position in ADSK in Q1 2018 and has held it in 9 quarters since. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Convergence Investment Partners held 25,459 shares of Autodesk worth $4.95M as of Q2 2026.
Autodesk was a new Convergence Investment Partners position in Q2 2026.
Autodesk made up 0.47% of Convergence Investment Partners's portfolio in Q2 2026, its #77 holding.
Convergence Investment Partners first reported a position in Autodesk in Q1 2018 and has held it in 9 quarters since.
1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.