Pacific Heights Asset Management’s Autodesk ADSK Stock Holding History

Pacific Heights Asset 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	$29.9M	Buy	125,000 +30,000	+32%	+$7.54M	1%	32
2025 Q4	$28.1M	Buy	95,000 +10,000	+12%	+$3.03M	1.05%	27
2025 Q3	$27M	Buy	85,000 +18,000	+27%	+$5.49M	1.2%	15
2025 Q2	$20.7M	Buy	67,000 +8,000	+14%	+$2.27M	1.11%	19
2025 Q1	$15.4M	Buy	59,000 +1,000	+2%	+$284K	1.05%	26
2024 Q4	$17.1M	Hold	58,000	–	–	1.17%	19
2024 Q3	$16M	Hold	58,000	–	–	1.19%	22
2024 Q2	$14.4M	Hold	58,000	–	–	1.13%	27
2024 Q1	$15.1M	Sell	58,000 -12,000	-17%	-$3.04M	1.24%	25
2023 Q4	$17M	Buy	70,000 +1,000	+1%	+$216K	1.46%	21
2023 Q3	$14.3M	Sell	69,000 -5,000	-7%	-$1.05M	1.35%	24
2023 Q2	$15.1M	Hold	74,000	–	–	1.38%	22
2023 Q1	$15.4M	Hold	74,000	–	–	1.45%	19
2022 Q4	$13.8M	Hold	74,000	–	–	1.35%	21
2022 Q3	$13.8M	Hold	74,000	–	–	1.47%	20
2022 Q2	$12.7M	Buy	74,000 +10,000	+16%	+$1.92M	1.29%	24
2022 Q1	$13.7M	Hold	64,000	–	–	1.17%	29
2021 Q4	$18M	Buy	64,000 +11,000	+21%	+$3.21M	1.51%	14
2021 Q3	$15.1M	Hold	53,000	–	–	1.43%	17
2021 Q2	$15.5M	Sell	53,000 -10,000	-16%	-$2.85M	1.42%	13
2021 Q1	$17.5M	Sell	63,000 -1,000	-2%	-$288K	1.6%	14
2020 Q4	$19.5M	Hold	64,000	–	–	1.93%	10
2020 Q3	$14.8M	Buy	64,000 +5,000	+8%	+$1.19M	1.92%	14
2020 Q2	$14.1M	Sell	59,000 -46,000	-44%	-$9.04M	2.1%	11
2020 Q1	$13.6M	Buy	105,000 +25,000	+31%	+$4.59M	2.29%	13
2019 Q4	$14.7M	Sell	80,000 -15,000	-16%	-$2.43M	1.84%	14
2019 Q3	$14M	Hold	95,000	–	–	1.89%	14
2019 Q2	$15.5M	Hold	95,000	–	–	2.01%	10
2019 Q1	$14.8M	Sell	95,000 -12,000	-11%	-$1.79M	1.93%	14
2018 Q4	$13.8M	Hold	107,000	–	–	1.88%	15
2018 Q3	$16.7M	Hold	107,000	–	–	1.84%	15
2018 Q2	$14M	Hold	107,000	–	–	1.44%	24
2018 Q1	$13.4M	Sell	107,000 -1,000	-0.9%	-$119K	1.43%	22
2017 Q4	$11.3M	Hold	108,000	–	–	1.11%	31
2017 Q3	$12.1M	Sell	108,000 -25,000	-19%	-$2.76M	1.16%	31
2017 Q2	$13.4M	Hold	133,000	–	–	1.28%	28
2017 Q1	$11.5M	Hold	133,000	–	–	1.09%	36
2016 Q4	$9.84M	Sell	133,000 -25,000	-16%	-$1.84M	0.93%	41
2016 Q3	$11.4M	Sell	158,000 -1,000	-0.6%	-$63K	1%	40
2016 Q2	$8.61M	Sell	159,000 -1,000	-0.6%	-$57.9K	0.78%	49
2016 Q1	$9.33M	Sell	160,000 -10,000	-6%	-$521K	0.89%	48
2015 Q4	$10.4M	Sell	170,000 -50,000	-23%	-$2.9M	1.05%	40
2015 Q3	$9.71M	Sell	220,000 -5,000	-2%	-$251K	0.77%	50
2015 Q2	$11.3M	Sell	225,000 -150,000	-40%	-$8.57M	0.75%	53
2015 Q1	$22M	Sell	375,000 -100,000	-21%	-$5.92M	1.25%	31
2014 Q4	$28.5M	Sell	475,000 -50,000	-10%	-$2.89M	1.5%	22
2014 Q3	$28.9M	Sell	525,000 -100,000	-16%	-$5.48M	1.16%	35
2014 Q2	$35.2M	Hold	625,000	–	–	1.28%	32
2014 Q1	$30.7M	Sell	625,000 -200,000	-24%	-$10.4M	1.06%	55
2013 Q4	$41.5M	Sell	825,000 -695,000	-46%	-$30.5M	1.23%	38
2013 Q3	$62.6M	Hold	1,520,000	–	–	1.7%	13
2013 Q2	$51.6M	Buy	+1,520,000	New	+$56.6M	1.25%	42

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

Pacific Heights Asset Management's ADSK Position: Q1 2026 in Review

Pacific Heights Asset Management increased its Autodesk (ADSK) stake by 32% in Q1 2026, buying an estimated $7.54M and bringing the position to 125,000 shares worth $29.9M. The position accounts for 1% of the portfolio, ranked #32.

Pacific Heights Asset Management first reported a position in ADSK in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.6M in Q3 2013. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Pacific Heights Asset Management held 125,000 shares of Autodesk worth $29.9M as of Q1 2026.
Pacific Heights Asset Management bought 30,000 Autodesk shares in Q1 2026, an estimated $7.54M.
Autodesk made up 1% of Pacific Heights Asset Management's portfolio in Q1 2026, its #32 holding.
Pacific Heights Asset Management first reported a position in Autodesk in Q2 2013 and has held it in 52 quarters since.
Pacific Heights Asset Management's Autodesk position peaked at $62.6M in Q3 2013.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Pacific Heights Asset Management's 13F filing for Q1 2026, filed 8 May 2026.