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ADSK icon

Copperleaf Capital’s Autodesk ADSK Stock Holding History

Copperleaf 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
2025
Q3 		$824K Sell
2,594
-823
-24% -$251K 0.4% 59
2025
Q2 		$1.06M Sell
3,417
-102
-3% -$28.9K 0.54% 51
2025
Q1 		$921K Sell
3,519
-55
-2% -$15.6K 0.55% 53
2024
Q4 		$1.06M Buy
3,574
+208
+6% +$61.4K 0.67% 40
2024
Q3 		$927K Sell
3,366
-81
-2% -$20.4K 0.71% 44
2024
Q2 		$853K Buy
3,447
+176
+5% +$39.5K 0.68% 44
2024
Q1 		$852K Buy
3,271
+1,743
+114% +$441K 0.74% 41
2023
Q4 		$372K Sell
1,528
-24
-2% -$5.18K 0.38% 61
2023
Q3 		$321K Sell
1,552
-292
-16% -$61.4K 0.35% 64
2023
Q2 		$377K Buy
1,844
+171
+10% +$34.2K 0.35% 58
2023
Q1 		$348K Sell
1,673
-4
-0.2% -$824 0.35% 57
2022
Q4 		$313K Buy
+1,677
New +$337K 0.36% 54

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Copperleaf Capital's ADSK Position: Q3 2025 in Review

Copperleaf Capital reduced its Autodesk (ADSK) stake by 24% in Q3 2025, selling an estimated $251K and leaving 2,594 shares worth $824K. The position accounts for 0.4% of the portfolio, ranked #59.

Copperleaf Capital first reported a position in ADSK in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.06M in Q2 2025. 1,397 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

  • Copperleaf Capital held 2,594 shares of Autodesk worth $824K as of Q3 2025.
  • Copperleaf Capital sold 823 Autodesk shares in Q3 2025, an estimated $251K.
  • Autodesk made up 0.4% of Copperleaf Capital's portfolio in Q3 2025, its #59 holding.
  • Copperleaf Capital first reported a position in Autodesk in Q4 2022 and has held it in 12 quarters since.
  • Copperleaf Capital's Autodesk position peaked at $1.06M in Q2 2025.
  • 1,397 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.