ADSK

ADSK

ADSK

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q1 Mar 31, 2024 Platinum International Technology Fund 15.2% 15.2% ADSK, AMZN, GOOG, SAP GR -
2024 Q3 Oct 28, 2024 Parnassus Mid Cap Growth Fund 8.6% 13.3% ADSK, ARNB, BILL, BIRK, GWRE, H, IBKR, IQV, JBHT, LPLA, MRNA, MTN, NET, NTR, ONON, RRR, SHOP, SPOT, TSLA -
2022 Q3 Oct 26, 2022 Polen Capital – Global SMID Company Growth 3.5% 9.5% ADBE, ADP, ADS, ADSK, AMZN, ICLR, OR -
2023 Q4 Jan 16, 2024 Kovitz Core Equity Strategy 10.4% 26.8% AAPL, ADSK, BDX, DGE LN, DLTR, GIL, GM, GOOG, LOW, PCAR -
2024 Q3 Sep 30, 2024 Aristotle Value Equity Fund 6.3% 12.3% ADSK, AIG, BX, MCHP, VZ -
2023 Q2 Jul 19, 2023 Polen Capital – Global SMID Company Growth 3.5% 9.5% ADBE, ADSK, GLOB, MSFT, NVDA, TMO, WDAY -
2024 Q2 Jul 16, 2024 Polen Capital – Focus Growth 3.0% 11.0% AAPL, ABBY, ACN, ADSK, ALGN, AMZN, CRM, GOOG, HD, META, MSCI, MSFT, NFLX, NVDA, SPOT -
2024 Q2 Jul 16, 2024 Polen Capital – Global SMID Company Growth 3.5% 9.5% ADBE, ADSK, AMZN, GOOG, MC FP, MSCI, NVDA, PAYC, SHOP, WDAY, ZTS -
2023 Q2 Jun 30, 2023 RiverPark Large Growth 3.7% 16.4% ADSK, AMZN, COST, DIS, ILMN, META, NKE, NVDA, PYPL, SHOP, UBER, ZTS -
2022 Q2 Jun 30, 2022 Aristotle Value Equity Fund 6.3% 12.3% ADSK, AMG GR, KO, MCHP, MLM -
2024 Q1 Jun 17, 2024 Starboard Value 0.0% 0.0% ADSK -
2022 Q4 Jan 17, 2023 ROCKLINC Partners Fund 3.8% 12.2% ADSK -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 21, 2026 Substack Monopolistic Investor Autodesk, Inc. Software Application Software Neutral Nasdaq Stock Market 3D design software, Autodesk, Cost management, debt expansion, economic cycles, Free Cash Flow, Interest rates, ROIC, stock-based compensation, WACC
Aug 8, 2025 Seeking Alpha Wall Street Breakfast Autodesk, Inc. Information Technology Software - Application Bull NASDAQ —

BSD Shareholders of ADSK

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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