
What smart money is saying about Autodesk Inc.
2 funds in our archive have pitched Autodesk Inc. — most recently Brown Advisory Global Leaders in March 2026.
Autodesk, Inc. delivers advanced software and services for 3D design, engineering, and entertainment to a global clientele. Their diverse product line includes AutoCAD Civil 3D, a comprehensive solution for civil engineering tasks such as land development, transportation infrastructure, and environmental projects. For construction project management, they offer BIM 360, a cloud-based platform. Core design and drafting needs are met by AutoCAD and its specialized counterpart, AutoCAD LT. The company also provides CAM software, essential for computer numeric control (CNC) machining, inspection, and manufacturing modeling, alongside Fusion 360, an integrated platform for 3D CAD, CAM, and computer-aided engineering. Autodesk further provides curated Industry Collections, offering comprehensive toolsets for professionals in architecture, engineering, and construction (AEC), product design and manufacturing (PDM), and media and entertainment sectors. Their offerings extend to Inventor, a robust suite for 3D mechanical design, simulation, analysis, tooling creation, visualization, and documentation; and Vault, their data management solution, designed to centralize information, expedite design workflows, and enhance collaboration. For advanced 3D modeling, animation, special effects, rendering, and compositing, they provide Maya and 3ds Max. Additionally, ShotGrid serves the media and entertainment industry as a cloud-based platform for review processes and production tracking. Autodesk distributes its offerings both directly to customers and through an extensive network of authorized resellers and distributors. Established in 1982, the company is headquartered in San Rafael, California.
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Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Autodesk Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 1 | 0 | 2 |
Fund activity · 4 positions · 1 move
- HoldsClearBridge Investments Growth StrategyJune 2026
“In terms of portfolio holdings, Autodesk came under pressure after announcing its acquisition of MaintainX, a frontline operations software vendor.”
Read the letterAutodesk Inc. - HoldsAmati Global Investors WS Amati Global Innovation Fund (B Share Class)June 2026
“Two of the holdings, PTC and Autodesk, are leaders in their respective fields of engineering design software.”
Read the letterAutodesk Inc. - HoldsLarge-Cap GrowthMarch 2026
“This is reflected across our software exposure, including long-standing holdings such as Autodesk, Inc (ADSK), as well as more recent additions such as Cadence Design Systems, Inc (CDNS), Samsara, Inc (IOT), and Palo Alto Networks, Inc (PANW) (added this quarter).”
Read the letterAutodesk Inc. - AddedBrown Advisory Global Leaders Sustainable FundMarch 2026
“We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.”
Read the letterAutodesk Inc.
Fund coverage · 2 theses
- Brown Advisory Global LeadersMarch 2026
Autodesk Inc. is presented as a vertically integrated software leader with high switching costs and AI-enabled long-term free cash flow growth potential.
Read the full thesis - Bell Global Emerging Companies FundFebruary 2026
Autodesk is a leading design and engineering software company supported by structural digitization tailwinds and guided for strong EPS and FCF growth.
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