Autodesk (ADSK) vs. PTC and TRMB: Can Cloud and AI Investments Drive Faster Earnings Growth?
Is ADSK a good stock to buy? We came across a bullish thesis on Autodesk, Inc. on Astute Optics - US’s Substack.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 5,888 | $1,230,592 | +8% | 0.02% |
| 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 | 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,675,175 | $768,111,582 | 1.69% | |
| 2. | 819,710 | $171,319,390 | 0.21% | |
| 3. | 328,736 | $68,705,824 | 1.2% | |
| 4. | 300,874 | $62,882,666 | 0.23% | |
| 5. | 255,494 | $53,398,248 | 2.51% |