Waterloo Capital’s Autodesk ADSK Stock Holding History

Waterloo Capital’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	–	Sell	-919	Closed	-$272K	–	482
2025 Q4	$272K	Sell	919 -18	-2%	-$5.45K	0.02%	390
2025 Q3	$298K	Buy	937 +8	+0.9%	+$2.44K	0.02%	362
2025 Q2	$288K	Buy	+929	New	+$264K	0.02%	364

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

Waterloo Capital's ADSK Position: Q1 2026 in Review

Waterloo Capital sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 919 shares — an estimated $272K sold.

Waterloo Capital first reported a position in ADSK in Q2 2025 and held it in 3 quarters. The position peaked at $298K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Waterloo Capital reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
Waterloo Capital sold 919 Autodesk shares in Q1 2026, an estimated $272K.
Waterloo Capital first reported a position in Autodesk in Q2 2025 and held it in 3 quarters.
Waterloo Capital's Autodesk position peaked at $298K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.