Here’s Why Berenberg Sees More Upside on Autodesk Stock Despite Key AI Headwinds
Autodesk Inc. (NASDAQ:ADSK)'s core business is growing at a healthy pace, profitability is improving, and management is confident about the long-term outlook.
Autodesk Inc. (ADSK)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,305,683 | $642,690,889 | +6% | 0.29% |
| 2. | AQR Capital Management Cliff Asness | 1,733,808 | $336,792,153 | +31% | 0.12% |
| 3. | GLG Partners Noam Gottesman | 1,111,657 | $216,128,354 | +13% | 0.34% |
| 4. | 40 North Management David S. Winter And David J. Millstone | 845,000 | $164,284,900 | 8.51% | |
| 5. | Alyeska Investment Group Anand Parekh | 683,227 | $132,832,993 | +249% | 0.34% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $189.20 | 2,000 | $378,400.00 | 4,000 | 2026-06-23 | Filing | |
| $202.66 | 2,460 | $498,543.60 | 202,963 | 2026-06-16 | Filing | |
| $197.67 | 2,500 | $494,175.00 | 50,993 | 2026-06-15 | Filing | |
| $231.34 | 2,739 | $633,640.26 | 26,517 | 2026-05-29 | Filing | |
| $230.48 | 696 | $160,414.08 | 23,778 | 2026-05-29 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $325.00 | 917 | $298,025.00 | 3,476 | 2025-09-29 | Filing | |
| $325.03 | 520 | $169,015.60 | 13,099 | 2025-09-05 | Filing | |
| $324.41 | 11,366 | $3,687,244.06 | 13,619 | 2025-09-05 | Filing | |
| $323.44 | 5,264 | $1,702,588.16 | 24,985 | 2025-09-05 | Filing | |
| $322.51 | 5,270 | $1,699,627.70 | 30,249 | 2025-09-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,837,233 | $4,828,854,903 | 0.07% | |
| 2. | 13,797,791 | $2,682,566,526 | 0.06% | |
| 3. | 11,606,318 | $2,256,500,346 | 0.1% | |
| 4. | 10,268,172 | $1,996,338,000 | 0.06% | |
| 5. | 7,845,527 | $1,525,327,317 | 0.12% |
News See All
Autodesk (ADSK) Grew Revenue 16% but Remaining Performance Obligations Rose Only 2%
Autodesk, Inc. (NASDAQ:ADSK) reported fiscal 2027 second-quarter revenue of $2.046 billion, up 16% year over year, while billings increased 10% to $1.854 billion.
Why Autodesk (ADSK) Remains a Leader in Design and Engineering Software
Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Options Volatility and Implied Earnings Moves Today, August 27, 2026
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Hedge fund Citadel has already removed more than 80% of the risk it took on after buying assets from Leopold Aschenbrenner’s AI-focused hedge fund ...
Why This Investor Sold Autodesk (ADSK) Over AI Risks
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here.
Autodesk (ADSK) Holds Stable Position in the Market
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter.
Inflated AI Risk Hurt Autodesk (ADSK)
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
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