FORA Capital’s Autodesk ADSK Stock Holding History

FORA 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	–	Sell	-1,325	Closed	-$410K	–	462
2025 Q2	$410K	Buy	+1,325	New	+$376K	0.05%	355
2024 Q2	–	Sell	-1,476	Closed	-$384K	–	356
2024 Q1	$384K	Buy	+1,476	New	+$373K	0.03%	356
2023 Q3	–	Sell	-6,495	Closed	-$1.33M	–	442
2023 Q2	$1.33M	Buy	+6,495	New	+$1.3M	0.19%	136
2023 Q1	–	Sell	-9,312	Closed	-$1.74M	–	498
2022 Q4	$1.74M	Buy	+9,312	New	+$1.87M	0.28%	97
2022 Q3	–	Sell	-11,959	Closed	-$2.06M	–	395
2022 Q2	$2.06M	Sell	11,959 -11,202	-48%	-$2.15M	0.41%	77
2022 Q1	$5.12M	Buy	+23,161	New	+$5.33M	0.92%	13
2021 Q3	–	Sell	-8,134	Closed	-$2.37M	–	346
2021 Q2	$2.37M	Buy	+8,134	New	+$2.32M	0.44%	51
2021 Q1	–	Sell	-6,734	Closed	-$2.06M	–	741
2020 Q4	$2.06M	Buy	6,734 +6,144	+1,041%	+$1.62M	0.31%	72
2020 Q3	$136K	Sell	590 -581	-50%	-$138K	0.09%	239
2020 Q2	$280K	Sell	1,171 -3,433	-75%	-$675K	0.1%	275
2020 Q1	$719K	Buy	+4,604	New	+$845K	0.16%	167

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $43.1B AUM 23.42% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return