Lion Street Advisors’s Autodesk ADSK Stock Holding History

Lion Street Advisors’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	$244K	Buy	+769	New	+$234K	0.08%	185
2023 Q3	–	Sell	-774	Closed	-$246K	–	245
2023 Q2	$246K	Buy	+774	New	+$155K	0.08%	196
2023 Q1	–	Sell	-729	Closed	-$232K	–	236
2022 Q4	$232K	Buy	+729	New	+$146K	0.12%	136
2022 Q3	–	Sell	-729	Closed	-$232K	–	126
2022 Q2	$232K	Buy	+729	New	+$140K	0.12%	136
2022 Q1	–	Sell	-729	Closed	-$205K	–	142
2021 Q4	$205K	Hold	729	–	–	0.1%	152
2021 Q3	$208K	Buy	+729	New	+$223K	0.11%	144
2020 Q2	–	Sell	-98	Closed	-$15K	–	35
2020 Q1	$15K	Buy	+98	New	+$18K	0.08%	121

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lion Street Advisors's ADSK Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Autodesk (ADSK) in Q3 2025: 769 shares worth $244K. The stake represents 0.08% of the portfolio and ranks #185 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in ADSK as recently as Q2 2023.

Lion Street Advisors first reported a position in ADSK in Q1 2020 and has held it in 7 quarters since. The position peaked at $246K in Q2 2023. 1,400 funds tracked by Wall St. Rank hold ADSK as of Q3 2025.

Lion Street Advisors held 769 shares of Autodesk worth $244K as of Q3 2025.
Autodesk was a new Lion Street Advisors position in Q3 2025.
Autodesk made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #185 holding.
Lion Street Advisors first reported a position in Autodesk in Q1 2020 and has held it in 7 quarters since.
Lion Street Advisors's Autodesk position peaked at $246K in Q2 2023.
1,400 funds tracked by Wall St. Rank held Autodesk as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.