Paloma Partners’s Autodesk ADSK Stock Holding History

Paloma Partners’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
2024 Q3	–	Sell	-1,800	Closed	-$445K	–	1115
2024 Q2	$445K	Buy	+1,800	New	+$404K	0.01%	801
2024 Q1	–	Sell	-4,300	Closed	-$1.05M	–	754
2023 Q4	$1.05M	Buy	4,300 +1,100	+34%	+$238K	0.04%	415
2023 Q3	$662K	Sell	3,200 -4,500	-58%	-$946K	0.02%	439
2023 Q2	$1.58M	Buy	7,700 +6,700	+670%	+$1.34M	0.06%	291
2023 Q1	$208K	Buy	1,000 +800	+400%	+$165K	0.01%	622
2022 Q4	$37.4K	Sell	200 -20,500	-99%	-$4.11M	﹤0.01%	852
2022 Q3	$3.87M	Buy	+20,700	New	+$4.18M	0.18%	93
2019 Q4	–	Sell	-6,600	Closed	-$975K	–	2108
2019 Q3	$975K	Buy	6,600 +1,500	+29%	+$233K	0.02%	756
2019 Q2	$831K	Buy	+5,100	New	+$857K	0.01%	785
2018 Q3	–	Sell	-17,600	Closed	-$2.31M	–	1494
2018 Q2	$2.31M	Buy	+17,600	New	+$2.33M	0.04%	388
2014 Q3	–	Sell	-6,500	Closed	-$366K	–	985
2014 Q2	$366K	Buy	+6,500	New	+$330K	0.02%	728

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Paloma Partners's ADSK Position: Q4 2024 in Review

Paloma Partners sold out of Autodesk (ADSK) in Q4 2024, closing a stake of 5,500 shares — an estimated $1.52M sold.

Paloma Partners first reported a position in ADSK in Q4 2013 and held it in 33 quarters. The position peaked at $32.6M in Q2 2019. 1,301 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

Paloma Partners reported no remaining Autodesk position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 5,500 Autodesk shares in Q4 2024, an estimated $1.52M.
Paloma Partners first reported a position in Autodesk in Q4 2013 and held it in 33 quarters.
Paloma Partners's Autodesk position peaked at $32.6M in Q2 2019.
1,301 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.