SGI
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Summit Global Investments’s Autodesk ADSK Stock Holding History

Summit Global Investments’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 		$738K Sell
3,798
-477
-11% -$109K 0.04% 267
2026
Q1 		$1.02M Buy
4,275
+1,565
+58% +$393K 0.06% 189
2025
Q4 		$802K Sell
2,710
-964
-26% -$292K 0.05% 236
2025
Q3 		$1.17M Buy
+3,674
New +$1.12M 0.07% 170
2025
Q1 		– Sell
-3,602
Closed -$1.06M – 428
2024
Q4 		$1.06M Sell
3,602
-73
-2% -$21.6K 0.07% 204
2024
Q3 		$1.01M Buy
3,675
+2,802
+321% +$705K 0.06% 242
2024
Q2 		$216K Buy
+873
New +$196K 0.01% 470
2024
Q1 		– Sell
-1,052
Closed -$256K – 494
2023
Q4 		$256K Buy
+1,052
New +$227K 0.02% 456
2022
Q3 		– Sell
-9,804
Closed -$1.69M – 455
2022
Q2 		$1.69M Buy
9,804
+415
+4% +$79.8K 0.15% 150
2022
Q1 		$2.01M Hold
9,389
– – 0.15% 148
2021
Q4 		$2.64M Buy
+9,389
New +$2.74M 0.17% 115

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Summit Global Investments's ADSK Position: Q2 2026 in Review

Summit Global Investments reduced its Autodesk (ADSK) stake by 11% in Q2 2026, selling an estimated $109K and leaving 3,798 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #267.

Summit Global Investments first reported a position in ADSK in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.64M in Q4 2021. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Summit Global Investments held 3,798 shares of Autodesk worth $738K as of Q2 2026.
  • Summit Global Investments sold 477 Autodesk shares in Q2 2026, an estimated $109K.
  • Autodesk made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #267 holding.
  • Summit Global Investments first reported a position in Autodesk in Q4 2021 and has held it in 11 quarters since.
  • Summit Global Investments's Autodesk position peaked at $2.64M in Q4 2021.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.