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Waverly Advisors’s Autodesk ADSK Stock Holding History

Waverly Advisors’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 		$488K Buy
2,509
+452
+22% +$103K ﹤0.01% 1187
2026
Q1 		$492K Sell
2,057
-386
-16% -$97K ﹤0.01% 1094
2025
Q4 		$723K Buy
2,443
+1,188
+95% +$359K 0.01% 869
2025
Q3 		$399K Sell
1,255
-43
-3% -$13.1K ﹤0.01% 935
2025
Q2 		$402K Buy
1,298
+316
+32% +$89.7K ﹤0.01% 875
2025
Q1 		$257K Buy
982
+45
+5% +$12.8K ﹤0.01% 979
2024
Q4 		$277K Buy
+937
New +$277K ﹤0.01% 846
2018
Q1 		– Sell
-197
Closed -$21K – 184
2017
Q4 		$21K Buy
+197
New +$23K ﹤0.01% 285
2014
Q4 		– Sell
-198
Closed -$11K – 413
2014
Q3 		$11K Hold
198
– – 0.01% 445
2014
Q2 		$11K Hold
198
– – ﹤0.01% 419
2014
Q1 		$10K Hold
198
– – ﹤0.01% 416
2013
Q4 		$10K Buy
+198
New +$8.68K ﹤0.01% 552

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 $3.38T AUM 44.17% 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

Waverly Advisors's ADSK Position: Q2 2026 in Review

Waverly Advisors increased its Autodesk (ADSK) stake by 22% in Q2 2026, buying an estimated $103K and bringing the position to 2,509 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Waverly Advisors first reported a position in ADSK in Q4 2013 and has held it in 12 quarters since. The position peaked at $723K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Waverly Advisors held 2,509 shares of Autodesk worth $488K as of Q2 2026.
  • Waverly Advisors bought 452 Autodesk shares in Q2 2026, an estimated $103K.
  • Autodesk made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1187 holding.
  • Waverly Advisors first reported a position in Autodesk in Q4 2013 and has held it in 12 quarters since.
  • Waverly Advisors's Autodesk position peaked at $723K in Q4 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.