NASDAQ · Technology

AUTODESK INC ADSK

Autodesk, Inc. engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution.
  • It also provides AutoCAD software, a customizable and extensible CAD application for professional design, drafting, detailing, and visualization.
  • The company offers Flow Production Tracking, a cloud-based production management software; Maya software that offers 3D modeling, animation, effects, rendering, and compositing solutions for film and video artists, game developers.
  • It sells its products and services through a network of resellers and distributors. Autodesk, Inc. was incorporated in 1982 and is headquartered in San Francisco, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 33.59 FCF 5.62% Buyback 1.27%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $155.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $476.4M Estimated from net reduced shares
Net share change / base shares -70.6% -1,560,081 / 2,209,181
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$48.5M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 20.8% 13F value change +$6.1M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$54.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Starboard Value Jeff Smith 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -10.5% 13F value change -$37.1M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -23.7% 13F value change -$120.6M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$296.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,467,348 Last 3 periods -1,467,348 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.1% 13F value change +$1.1M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.8% 13F value change -$21.7M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -8.1% 13F value change -$53.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 741,833 Last 3 periods -92,733 (-12.5%) Total shares 649,100 Value $155.4M
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$79.7M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$79.7M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.