Everence Capital Management’s Autodesk ADSK Stock Holding History

Everence Capital Management’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	$2.2M	Buy	9,191 +5,771	+169%	+$1.45M	0.13%	141
2025 Q4	$1.01M	Sell	3,420 -1,117	-25%	-$338K	0.06%	233
2025 Q3	$1.44M	Buy	4,537 +2,957	+187%	+$901K	0.09%	180
2025 Q2	$489K	Sell	1,580 -4,510	-74%	-$1.28M	0.03%	383
2025 Q1	$1.59M	Buy	6,090 +1,550	+34%	+$441K	0.11%	167
2024 Q4	$1.34M	Buy	4,540 +1,890	+71%	+$558K	0.09%	184
2024 Q3	$730K	Hold	2,650	–	–	0.05%	307
2024 Q2	$564	Sell	2,650 -3,330	-56%	-$748K	0.04%	351
2024 Q1	$1.56K	Hold	5,980	–	–	0.1%	176
2023 Q4	$1.46M	Buy	5,980 +3,330	+126%	+$719K	0.1%	179
2023 Q3	$548	Sell	2,650 -1,346	-34%	-$283K	0.04%	357
2023 Q2	$797K	Sell	3,996 -170	-4%	-$34K	0.06%	252
2023 Q1	$867	Sell	4,166 -180	-4%	-$37.1K	0.07%	244
2022 Q4	$812	Sell	4,346 -4,790	-52%	-$961K	0.07%	245
2022 Q3	$1.71M	Hold	9,136	–	–	0.16%	123
2022 Q2	$1.57M	Buy	9,136 +1,800	+25%	+$346K	0.14%	129
2022 Q1	$1.57M	Buy	7,336 +1,330	+22%	+$306K	0.12%	142
2021 Q4	$1.69M	Buy	6,006 +1,320	+28%	+$385K	0.13%	143
2021 Q3	$1.34M	Sell	4,686 -2,370	-34%	-$725K	0.11%	157
2021 Q2	$2.06M	Hold	7,056	–	–	0.17%	111
2021 Q1	$1.96M	Buy	7,056 +1,110	+19%	+$320K	0.18%	106
2020 Q4	$1.82M	Buy	5,946 +1,320	+29%	+$348K	0.18%	98
2020 Q3	$1.07M	Hold	4,626	–	–	0.12%	148
2020 Q2	$973K	Hold	4,626	–	–	0.11%	156
2020 Q1	$722K	Hold	4,626	–	–	0.1%	170
2019 Q4	$849K	Hold	4,626	–	–	0.13%	167
2019 Q3	$683K	Hold	4,626	–	–	0.11%	195
2019 Q2	$754K	Hold	4,626	–	–	0.12%	170
2019 Q1	$721K	Hold	4,626	–	–	0.13%	179
2018 Q4	$595K	Hold	4,626	–	–	0.14%	180
2018 Q3	$722K	Hold	4,626	–	–	0.14%	174
2018 Q2	$606K	Hold	4,626	–	–	0.13%	194
2018 Q1	$581K	Hold	4,626	–	–	0.13%	195
2017 Q4	$485K	Hold	4,626	–	–	0.11%	222
2017 Q3	$519K	Hold	4,626	–	–	0.12%	220
2017 Q2	$466K	Hold	4,626	–	–	0.11%	224
2017 Q1	$400K	Hold	4,626	–	–	0.11%	237
2016 Q4	$342K	Hold	4,626	–	–	0.1%	244
2016 Q3	$335K	Hold	4,626	–	–	0.1%	233
2016 Q2	$250K	Hold	4,626	–	–	0.08%	270
2016 Q1	$270K	Hold	4,626	–	–	0.08%	254
2015 Q4	$282K	Hold	4,626	–	–	0.09%	236
2015 Q3	$204K	Hold	4,626	–	–	0.07%	277
2015 Q2	$232K	Hold	4,626	–	–	0.08%	272
2015 Q1	$297K	Hold	4,626	–	–	0.1%	231
2014 Q4	$278K	Sell	4,626 -2,660	-37%	-$154K	0.1%	239
2014 Q3	$391K	Hold	7,286	–	–	0.14%	191
2014 Q2	$411K	Hold	7,286	–	–	0.15%	187
2014 Q1	$358K	Hold	7,286	–	–	0.14%	198
2013 Q4	$367K	Sell	7,286 -2,390	-25%	-$105K	0.15%	187
2013 Q3	$398K	Hold	9,676	–	–	0.17%	164
2013 Q2	$328K	Buy	+9,676	New	+$361K	0.15%	176

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Everence Capital Management's ADSK Position: Q1 2026 in Review

Everence Capital Management increased its Autodesk (ADSK) stake by 169% in Q1 2026, buying an estimated $1.45M and bringing the position to 9,191 shares worth $2.2M. The position accounts for 0.13% of the portfolio, ranked #141.

Everence Capital Management first reported a position in ADSK in Q2 2013 and has held it in 52 quarters since. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Everence Capital Management held 9,191 shares of Autodesk worth $2.2M as of Q1 2026.
Everence Capital Management bought 5,771 Autodesk shares in Q1 2026, an estimated $1.45M.
Autodesk made up 0.13% of Everence Capital Management's portfolio in Q1 2026, its #141 holding.
Everence Capital Management first reported a position in Autodesk in Q2 2013 and has held it in 52 quarters since.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.