Evergreen Capital 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
$4.62M Sell
23,752
-619
-3% -$141K 0.08% 217
2026
Q1
$5.83M Buy
24,371
+22,230
+1,038% +$5.59M 0.13% 171
2025
Q4
$634K Buy
2,141
+365
+21% +$110K 0.01% 611
2025
Q3
$564K Buy
1,776
+343
+24% +$105K 0.01% 604
2025
Q2
$444K Sell
1,433
-43
-3% -$12.2K 0.01% 614
2025
Q1
$386K Buy
1,476
+141
+11% +$40.1K 0.01% 607
2024
Q4
$395K Buy
1,335
+4
+0.3% +$1.18K 0.01% 601
2024
Q3
$367K Buy
1,331
+222
+20% +$55.9K 0.01% 631
2024
Q2
$274K Buy
1,109
+253
+30% +$56.8K 0.01% 692
2024
Q1
$223K Buy
+856
New +$217K 0.01% 750

Other funds holding ADSK

Evergreen Capital Management's ADSK Position: Q2 2026 in Review

Evergreen Capital Management reduced its Autodesk (ADSK) stake by 2.5% in Q2 2026, selling an estimated $141K and leaving 23,752 shares worth $4.62M. The position accounts for 0.08% of the portfolio, ranked #217.

Evergreen Capital Management first reported a position in ADSK in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.83M in Q1 2026. 314 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Evergreen Capital Management held 23,752 shares of Autodesk worth $4.62M as of Q2 2026.
  • Evergreen Capital Management sold 619 Autodesk shares in Q2 2026, an estimated $141K.
  • Autodesk made up 0.08% of Evergreen Capital Management's portfolio in Q2 2026, its #217 holding.
  • Evergreen Capital Management first reported a position in Autodesk in Q1 2024 and has held it in 10 quarters since.
  • Evergreen Capital Management's Autodesk position peaked at $5.83M in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.