What smart money is saying about Autodesk
4 funds in our archive have pitched Autodesk, most recently Aristotle Value Equity Strategy in June 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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Fund signal · last 12 months
20 lettersFunds are split between buying and selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q3 2025 and Q4 2026, 21 fund letters reported a position in Autodesk, with 2 buys (opened or added) and 4 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 8 | 0 | 1 | 0 |
| Q2 2026 | 8 | 1 | 2 | 2 |
| Q1 2026 | 3 | 1 | 0 | 2 |
| Q3 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 21 positions · 14 moves
- HoldsBlueBox Global Technology FundOctober 2026
Listed in BlueBox Global Technology Fund’s reported holdings.
Autodesk - HoldsBlueBox Global Technology FundSeptember 2026
Listed in BlueBox Global Technology Fund’s reported holdings.
Autodesk - September 2026
“Autodesk (Improving the resource efficiency of industrial and agricultural processes) was sold following its decision to acquire MaintainX for approximately $3.6bn, a price we considered expensive relative to prevailing software valuations.”
Autodesk - September 2026
“Sells Autodesk (Improving the resource efficiency of industrial and agricultural processes) was sold following its decision to acquire MaintainX for approximately $3.6bn, a price we considered expensive relative to prevailing software valuations.”
Autodesk - September 2026
“Autodesk (Improving the resource efficiency of industrial and agricultural processes) was sold following its decision to acquire MaintainX for approximately $3.6bn, a price we considered expensive relative to prevailing software valuations.”
Autodesk - September 2026
“Sells Autodesk (Improving the resource efficiency of industrial and agricultural processes) was sold following its decision to acquire MaintainX for approximately $3.6bn, a price we considered expensive relative to prevailing software valuations.”
Autodesk - September 2026
“Autodesk (Improving the resource efficiency of industrial and agricultural processes) was sold following its decision to acquire MaintainX for approximately $3.6bn, a price we considered expensive relative to prevailing software valuations.”
Autodesk - September 2026
“Autodesk (Improving the resource efficiency of industrial and agricultural processes) was sold following its decision to acquire MaintainX for approximately $3.6bn, a price we considered expensive relative to prevailing software valuations.”
Autodesk - September 2026
“Autodesk (Improving the resource efficiency of industrial and agricultural processes) was sold following its decision to acquire MaintainX for approximately $3.6bn, a price we considered expensive relative to prevailing software valuations.”
Autodesk - June 2026
“Autodesk Inc (ADSK) traded lower despite reporting first-quarter earnings ahead of consensus expectations. Shares declined after the company announced the acquisition of MaintainX, as investors focused on the valuation paid and near-term return on investment. While the acquisition weighed on sentiment, Autodesk’s core business remains supported by its leading position in design software and deeply embedded customer workflows.”
Autodesk - June 2026
“We held our position roughly steady.”
Autodesk - June 2026
“In terms of portfolio holdings, Autodesk came under pressure after announcing its acquisition of MaintainX, a frontline operations software vendor.”
Autodesk - June 2026
“ We exited Autodesk Inc (ADSK) to fund our investment in Palantir Technologies.”
Autodesk - New positionAristotle Value Equity StrategyJune 2026
“During the quarter, we sold our positions in Atmos Energy and Danaher and purchased Autodesk and Edwards Lifesciences.”
Autodesk - June 2026
“During the second quarter of 2026, the Strategy delivered positive absolute performance but underperformed its benchmark, the MSCI ACWI Net Return Index. The main detractors were the Strategy’s underexposure to parts of the technology sector and our investments within financials. In technology, underperformance was driven by both what we owned and what we did not own. Several companies in the benchmark that we do not own delivered very strong returns, particularly memory-chip producers and CPU manufacturers. At the same time, our investments across software and cloud-service providers were weak, including Microsoft, Autodesk and Workday. We exited Autodesk and Workday during the quarter.”
Autodesk - June 2026
“During the second quarter of 2026, the Strategy delivered positive absolute performance but underperformed its benchmark, the MSCI ACWI Net Return Index. The main detractors were the Strategy’s underexposure to parts of the technology sector and our investments within financials. In technology, underperformance was driven by both what we owned and what we did not own. Several companies in the benchmark that we do not own delivered very strong returns, particularly memory-chip producers and CPU manufacturers. At the same time, our investments across software and cloud-service providers were weak, including Microsoft, Autodesk and Workday. We exited Autodesk and Workday during the quarter.”
Autodesk - June 2026
“Recent Portfolio Activity During the quarter, we sold our positions in Atmos Energy and Danaher and purchased Autodesk and Edwards Lifesciences.”
Autodesk - March 2026
“We added to all the aforementioned companies and exited one investment: US tax and back-office software company Intuit.”
Autodesk - HoldsLarge-Cap GrowthMarch 2026
“During the quarter, we continued to refine the portfolio, particularly within software, where competitive dynamics are evolving rapidly. Our focus has been on owning businesses with durable, mission-critical offerings and strong competitive positioning—companies that provide essential solutions their customers rely on to operate day-to-day, serve markets with limited technical expertise, or play a critical role in enabling broader technological development. 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).”
Autodesk - March 2026
“We also hold smaller positions in Intuit, Adobe, and Autodesk, each of which declined 20-35% in the quarter. These are not companies we believe AI will replace.”
Autodesk - September 2025
“ In Information Technology, we added to Analog Devices (ADI) and Workday (WDAY) and trimmed Apple (AAPL), Autodesk (ADSK) and Marvell Technology.”
Autodesk
Fund coverage · 4 theses
- Aristotle Value Equity StrategyJune 2026
Autodesk provides subscription-based design and modeling software, with industry-standard positioning, recurring revenue, pricing power, and attractive long-term growth and cash flow potential.
Read the full thesis Autodesk appears attractively valued, with expected double-digit growth, strong margins, pricing power and catalysts from BIM adoption and monetization initiatives.
Read the full thesis- 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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