AD

ADSK AUTODESK INC

2026Q2 · CUSIP 052769106 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
1,202
Institutions that reported holding it to the SEC
Net decrease in holders
121
Last quarter 1,323 → now 1,202
How unusual is that
Bottom 20%
Among the weakest buying in the market
What the filings say, in one paragraph

1,202 funds held ADSK at the end of 2026Q2, down 121 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $7.8B(YoY +17.9%), the P/E is 32.3x, return on equity is 48.5%. ADSK has had 30 buying rushes in its history, and the price moved +7.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=355 2013Q4: holders=392 2014Q1: holders=409 2014Q2: holders=424 2014Q3: holders=419 2014Q4: holders=437 2015Q1: holders=456 2015Q2: holders=436 2015Q3: holders=420 2015Q4: holders=435 2016Q1: holders=442 2016Q2: holders=425 2016Q3: holders=467 2016Q4: holders=500 2017Q1: holders=491 2017Q2: holders=549 2017Q3: holders=554 2017Q4: holders=601 2018Q1: holders=632 2018Q2: holders=638 2018Q3: holders=672 2018Q4: holders=677 2019Q1: holders=728 2019Q2: holders=735 2019Q3: holders=693 2019Q4: holders=772 2020Q1: holders=781 2020Q2: holders=860 2020Q3: holders=887 2020Q4: holders=1011 2021Q1: holders=1027 2021Q2: holders=1009 2021Q3: holders=1022 2021Q4: holders=1112 2022Q1: holders=1057 2022Q2: holders=1023 2022Q3: holders=1036 2022Q4: holders=1093 2023Q1: holders=1088 2023Q2: holders=1080 2023Q3: holders=1076 2023Q4: holders=1162 2024Q1: holders=1198 2024Q2: holders=1163 2024Q3: holders=1198 2024Q4: holders=1301 2025Q1: holders=1311 2025Q2: holders=1376 2025Q3: holders=1400 2025Q4: holders=1435 2026Q1: holders=1323 2026Q2: holders=1202 -124 -62 +0 +62 +124 3199131507 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 30 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% +6.3% +9.6%
2025Q3 Top 20% -21.5% -16.6%
2025Q2 Top 5% +3.4% -20.7%
2024Q4 Top 5% -1.5% -4.3%
2024Q3 Top 10% -5.6% -2.3%
2024Q1 Top 10% +13.5% +35.2%
2023Q4 Top 5% -14.4% -2.8%
2022Q4 Top 10% -7.8% -10.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
347
Change in large funds
+23
Total value they hold
$39.5B
Funds buying for the first time
116
Funds that sold out entirely
237
Price change that quarter
-0.8%
Funds holding puts (bearish)
29
Funds holding calls (bullish)
27

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
32.3
EPS (TTM)
$7.72
EPS YoY
+60.2%
Revenue (TTM)
$7.8B
Revenue YoY
+17.9%
Net margin
21.1%
ROE
48.5%
Debt ratio
73.9%
FCF (TTM)
$2.8B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-31: EPS 0.62 2022-01-31: EPS 0.40 2022-04-30: EPS 0.67 2022-07-31: EPS 0.85 2022-10-31: EPS 0.91 2023-01-31: EPS 1.35 2023-04-30: EPS 0.75 2023-07-31: EPS 1.03 2023-10-31: EPS 1.12 2024-01-31: EPS 1.29 2024-04-30: EPS 1.16 2024-07-31: EPS 1.30 2024-10-31: EPS 1.27 2025-01-31: EPS 1.39 2025-04-30: EPS 0.70 2025-07-31: EPS 1.46 2025-10-31: EPS 1.60 2026-01-31: EPS 1.47 2026-04-30: EPS 2.32 2026-07-31: EPS 2.33 0B 1.0B 2.0B $B 0.00 1.28 2.56 2016201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 55 26 53 81 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-90M441M972M 20162017201820192020202120222023202420252026
Latest quarter $876M (2026-04-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.