ADSK (AUTODESK INC) is held by 2 tracked superinvestors with an aggregate position value of $74M based on the most recent SEC 13F filings. Top institutional holders include: Dan Sundheim, Richard Pzena.

How much ADSK do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $74M in ADSK positions worth 309,925 shares.

What is the largest holder of ADSK?

The largest tracked holder of ADSK is Dan Sundheim (D1 Capital Partners) with 308,907 shares worth $74M, representing 0.66% of their portfolio.

← Top Holdings

ADSKAUTODESK INC

CUSIP: 052769106

Guru Owners

$74.2M

Total Value Held

309,925

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dan Sundheim	D1 Capital Partners	308907	$74.0M	0.66%	$239.40	Q1 2026
Richard Pzena	Pzena Investment Management	1018	$244K	0.00%	$239.40	Q1 2026

Dan Sundheim

$74.0M

0.66%

Richard Pzena

$244K

0.00%

📊 Fundamentals

Market Cap$44.8B

P/E Ratio31.0x

Above market avg

Forward P/E14.9x

P/FCF14.6x

EPS (TTM)$6.86

Revenue (TTM)$7.5B

Profit Margin19.49%

Beta1.32

52-Week Range

$185.50

$329.09

Current: $212.38

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 31.0x trailing earnings → 14.9x forward · 19.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $74.2M

REDUCEDDan Sundheim$74.0M

NEWRichard Pzena$244K

SOLDRay Dalio

SOLDPolen Capital

SOLDMairs & Power

Q4 '254 owners · $190.0M

NEWDan Sundheim$134.9M

INCREASEDRay Dalio$54.5M

REDUCEDPolen Capital$350K

Q3 '253 owners · $49.1M

NEWRay Dalio$48.5M

REDUCEDPolen Capital$414K

NEWMairs & Power$254K

SOLDLee Ainslie

Q2 '252 owners · $1.4M

NEWLee Ainslie$974K

REDUCEDPolen Capital$433K

SOLDAndreas Halvorsen

SOLDMairs & Power

Q1 '253 owners · $80.6M

REDUCEDAndreas Halvorsen$79.7M

NEWPolen Capital$643K

Q4 '242 owners · $223.9M

REDUCEDAndreas Halvorsen$223.6M

SOLDStanley Druckenmiller

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

11%analyst est. 10.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

40.8%current: 40.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ADSK: Held by 2 superinvestors · 21 congress member trades

SELLMichael McCaulR

$1,001 - $15,0002025-10-27

BUYAngus KingO

$1,001 - $15,0002025-07-21

SELLLisa McClainR

$1,001 - $15,0002025-07-10

SELLMichael McCaulR

$50,001 - $100,0002025-06-27

BUYLisa McClainR

$1,001 - $15,0002025-06-17

SELLMichael McCaulR

$15,001 - $50,0002025-06-16

SELLMichael McCaulR

$1,001 - $15,0002025-06-06

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

BUYRo KhannaD

$1,001 - $15,0002025-04-23

BUYJefferson ShreveR

$15,001 - $50,0002025-04-17

BUYByron DonaldsR

$1,001 - $15,0002025-03-20

SELLJefferson ShreveR

$15,001 - $50,0002025-03-13

SELLRo KhannaD

$1,001 - $15,0002025-03-12

SELLRo KhannaD

$1,001 - $15,0002025-03-06

SELLMichael McCaulR

$15,001 - $50,0002025-01-30

SELLRo KhannaD

$1,001 - $15,0002025-01-22

SELLMichael McCaulR

$50,001 - $100,0002024-11-19

SELLMichael McCaulR

$15,001 - $50,0002024-11-19

BUYRo KhannaD

$1,001 - $15,0002024-11-12

SELLJohn FettermanD

$1,001 - $15,0002024-10-17