Jacobsen Capital Management’s Autodesk ADSK Stock Holding History

Jacobsen 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	$215K	Buy	899 +190	+27%	+$47.8K	0.07%	118
2025 Q4	$210K	Sell	709 -7	-1%	-$2.12K	0.07%	117
2025 Q3	$227K	Buy	716 +9	+1%	+$2.74K	0.08%	109
2025 Q2	$219K	Buy	+707	New	+$201K	0.08%	103
2025 Q1	–	Sell	-682	Closed	-$202K	–	101
2024 Q4	$202K	Buy	+682	New	+$201K	0.09%	94
2023 Q1	–	Sell	-7,318	Closed	-$1.37M	–	72
2022 Q4	$1.37M	Sell	7,318 -818	-10%	-$164K	0.73%	30
2022 Q3	$1.52M	Buy	8,136 +89	+1%	+$18K	0.87%	23
2022 Q2	$1.38M	Sell	8,047 -368	-4%	-$70.8K	0.74%	31
2022 Q1	$1.8M	Buy	8,415 +1,396	+20%	+$322K	0.83%	26
2021 Q4	$1.97M	Buy	+7,019	New	+$2.05M	0.93%	24

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

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

Jacobsen Capital Management increased its Autodesk (ADSK) stake by 27% in Q1 2026, buying an estimated $47.8K and bringing the position to 899 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #118.

Jacobsen Capital Management first reported a position in ADSK in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.97M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Jacobsen Capital Management held 899 shares of Autodesk worth $215K as of Q1 2026.
Jacobsen Capital Management bought 190 Autodesk shares in Q1 2026, an estimated $47.8K.
Autodesk made up 0.07% of Jacobsen Capital Management's portfolio in Q1 2026, its #118 holding.
Jacobsen Capital Management first reported a position in Autodesk in Q4 2021 and has held it in 10 quarters since.
Jacobsen Capital Management's Autodesk position peaked at $1.97M in Q4 2021.
1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.