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Custom Index Systems’s Autodesk ADSK Stock Holding History

Custom Index Systems’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 		$226K Buy
1,162
+43
+4% +$9.82K 0.08% 228
2026
Q1 		$268K Sell
1,119
-415
-27% -$104K 0.12% 216
2025
Q4 		$454K Buy
+1,534
New +$464K 0.2% 143
2025
Q1 		– Sell
-1,284
Closed -$380K – 278
2024
Q4 		$380K Buy
1,284
+16
+1% +$4.73K 0.2% 153
2024
Q3 		$349K Buy
1,268
+54
+4% +$13.6K 0.19% 173
2024
Q2 		$300K Sell
1,214
-918
-43% -$206K 0.17% 183
2024
Q1 		$555K Sell
2,132
-101
-5% -$25.6K 0.32% 72
2023
Q4 		$544K Buy
+2,233
New +$482K 0.34% 66

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Custom Index Systems's ADSK Position: Q2 2026 in Review

Custom Index Systems increased its Autodesk (ADSK) stake by 3.8% in Q2 2026, buying an estimated $9.82K and bringing the position to 1,162 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #228.

Custom Index Systems first reported a position in ADSK in Q4 2023 and has held it in 8 quarters since. The position peaked at $555K in Q1 2024. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Custom Index Systems held 1,162 shares of Autodesk worth $226K as of Q2 2026.
  • Custom Index Systems bought 43 Autodesk shares in Q2 2026, an estimated $9.82K.
  • Autodesk made up 0.08% of Custom Index Systems's portfolio in Q2 2026, its #228 holding.
  • Custom Index Systems first reported a position in Autodesk in Q4 2023 and has held it in 8 quarters since.
  • Custom Index Systems's Autodesk position peaked at $555K in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.