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 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 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

Summit Global Investments's ADSK Position: Q1 2026 in Review

Summit Global Investments increased its Autodesk (ADSK) stake by 58% in Q1 2026, buying an estimated $393K and bringing the position to 4,275 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #189.

Summit Global Investments first reported a position in ADSK in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.64M in Q4 2021. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Summit Global Investments held 4,275 shares of Autodesk worth $1.02M as of Q1 2026.
Summit Global Investments bought 1,565 Autodesk shares in Q1 2026, an estimated $393K.
Autodesk made up 0.06% of Summit Global Investments's portfolio in Q1 2026, its #189 holding.
Summit Global Investments first reported a position in Autodesk in Q4 2021 and has held it in 10 quarters since.
Summit Global Investments's Autodesk position peaked at $2.64M in Q4 2021.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.