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 Q2	$2.33M	Sell	12,000 -2,000	-14%	-$457K	0.11%	95
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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: Q2 2026 in Review

Osterweis Capital Management reduced its Autodesk (ADSK) stake by 14% in Q2 2026, selling an estimated $457K and leaving 12,000 shares worth $2.33M. The position accounts for 0.11% of the portfolio, ranked #95.

Osterweis Capital Management first reported a position in ADSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.75M in Q4 2024. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

Osterweis Capital Management held 12,000 shares of Autodesk worth $2.33M as of Q2 2026.
Osterweis Capital Management sold 2,000 Autodesk shares in Q2 2026, an estimated $457K.
Autodesk made up 0.11% of Osterweis Capital Management's portfolio in Q2 2026, its #95 holding.
Osterweis Capital Management first reported a position in Autodesk in Q4 2022 and has held it in 15 quarters since.
Osterweis Capital Management's Autodesk position peaked at $4.75M in Q4 2024.
1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.