Osterweis Capital Management’s Autodesk ADSK Stock Holding History

Osterweis 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	$3.35M	Hold	14,000	–	–	0.17%	86
2025 Q4	$4.14M	Hold	14,000	–	–	0.18%	88
2025 Q3	$4.45M	Sell	14,000 -1,060	-7%	-$323K	0.2%	82
2025 Q2	$4.66M	Hold	15,060	–	–	0.22%	82
2025 Q1	$3.94M	Sell	15,060 -1,000	-6%	-$284K	0.19%	85
2024 Q4	$4.75M	Hold	16,060	–	–	0.22%	90
2024 Q3	$4.42M	Hold	16,060	–	–	0.22%	89
2024 Q2	$3.97M	Hold	16,060	–	–	0.21%	86
2024 Q1	$4.18M	Sell	16,060 -2,000	-11%	-$506K	0.25%	83
2023 Q4	$4.4M	Hold	18,060	–	–	0.28%	80
2023 Q3	$3.74M	Hold	18,060	–	–	0.27%	79
2023 Q2	$3.7M	Hold	18,060	–	–	0.24%	86
2023 Q1	$3.76M	Hold	18,060	–	–	0.26%	86
2022 Q4	$3.37M	Buy	+18,060	New	+$3.62M	0.25%	87

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

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

Osterweis Capital Management held its Autodesk (ADSK) position steady in Q1 2026 at 14,000 shares worth $3.35M. The position accounts for 0.17% of the portfolio, ranked #86.

Osterweis Capital Management first reported a position in ADSK in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.75M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Osterweis Capital Management held 14,000 shares of Autodesk worth $3.35M as of Q1 2026.
Osterweis Capital Management left its Autodesk share count unchanged in Q1 2026.
Autodesk made up 0.17% of Osterweis Capital Management's portfolio in Q1 2026, its #86 holding.
Osterweis Capital Management first reported a position in Autodesk in Q4 2022 and has held it in 14 quarters since.
Osterweis Capital Management's Autodesk position peaked at $4.75M in Q4 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.