Follow-The-Filings

Security

ADSK

Autodesk Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 1 new 4 exits max 0.7% (Dan Sundheim - D1 Capital...)

grid → activity → earnings →
owners 20
rank #228
master % 0.03%
max % 0.7%
tracked value $8.5B
qoq N 1 A 8 R 7 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 0.7% Reduce -0.60 pp 308,907 $74M hist
Natixis Advisors, LLC 2026 Q1 0.2% Reduce -0.06 pp 493,307 $118M hist
Davidson Kempner Capital Management LP 2026 Q1 0.2% — 50,000 $12M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add 0.00 pp 1,329,905 $316M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.09 pp 285,688 $68M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 21,493,167 $6.4B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.09 pp 2,930,575 $867M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.04 pp 435,691 $104M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.01 pp 246,329 $59M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.04 pp 474,990 $114M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 973,496 $233M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce -0.04 pp 479,586 $115M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 59,591 $14M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.32 pp 91,257 $22M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 59,131 $18M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.0% Reduce 0.00 pp 12,449 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 3,199 $766 hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 3 $583 hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.0% New 0.0% 1,018 $244 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 465 $111 hist
Starboard Value LP exited 2026 Q1 last 2025 Q4 5.6% Exit -5.62 pp 1,001,733 $297M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.2% Exit -0.20 pp 184,199 $55M hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,182 $350 hist
Mairs & Power Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 801 $237 hist

20 current · 4 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 8.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
4 FORM 4 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
4 FORM 4 Filing Doc
10-Q 10-Q Filing Doc
4 FORM 4 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
DEFA14A DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc

Updated 14 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $5B $5.5B $6.13B $7.21B
Gross profit $4.52B $4.99B $5.55B $6.56B
Gross margin * 90.4% 90.7% 90.6% 91.0%
Net income $823M $906M $1.11B $1.12B
Net margin * 16.4% 16.5% 18.1% 15.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.34B $3.58B $3.48B $4.94B
Total non-current assets * $6.1B $6.33B $7.35B $7.52B
Total assets $9.44B $9.91B $10.83B $12.47B
Total current liabilities $4B $4.35B $5.15B $5.81B
Total non-current liabilities — — — —
Total equity $1.14B $1.86B $2.62B $3.04B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $2.07B $1.31B $1.61B $2.45B
Cash from investing -$143M -$502M -$903M -$451M
Cash from financing -$1.49B -$852M -$987M -$1.36B
Net change in cash $419M -$55M -$293M $650M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders