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What smart money is saying about Autodesk Inc.United States flag

ADSK · Technology · Software - Application · Market cap $49.59B

2 funds in our archive have pitched Autodesk Inc. — most recently Brown Advisory Global Leaders in March 2026.

Company profile

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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Summarize with Warren AI
4
Reported positions
1
Bought
0
Sold
6
Letters

Position history

Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Autodesk Inc.1 opened or added to the position.

Fund letters reporting a position in Autodesk Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000
Q1 20262102

Fund activity · 4 positions · 1 move

  • HoldsClearBridge Investments Growth Strategy
    June 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 Growth
    March 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 Fund
    March 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 Leaders
    March 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 Fund
    February 2026

    Autodesk is a leading design and engineering software company supported by structural digitization tailwinds and guided for strong EPS and FCF growth.

    Read the full thesis

Read every full thesis on Autodesk Inc.

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