Dan Polen - Polen Capital Management
Holding/activity history for Autodesk, Inc. (ADSK)
← All ADSK superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $214.10–264.75 · VW $236.72i | SEC | |
| 2025 Q4 | 1,182 | <0.01 | Reduce 9.22% | <0.01 | $215.01–312.62 · VW $257.83i | $349,785 | SEC |
| 2025 Q3 | 1,302 | <0.01 | Reduce 6.93% | <0.01 | $286.32–329.09 · VW $306.25i | $413,542 | SEC |
| 2025 Q2 | 1,399 | <0.01 | Reduce 43.01% | <0.01 | $279.90–326.45 · VW $307.02i | $433,177 | SEC |
| 2025 Q1 | 2,455 | <0.01 | Reduce 52.55% | <0.01 | $232.67–304.80 · VW $277.86i | $642,794 | SEC |
| 2024 Q4 | 5,174 | <0.01 | Reduce 28.53% | <0.01 | $267.12–317.05 · VW $286.13i | $1,529,285 | SEC |
| 2024 Q3 | 7,239 | 0.01 | Reduce 82.81% | 0.02 | $249.61–326.62 · VW $289.38i | $1,994,174 | SEC |
| 2024 Q2 | 42,117 | 0.03 | Reduce 99.15% | 2.94 | $205.86–275.68 · VW $246.65i | $10,421,956 | SEC |
| 2024 Q1 | 4,938,732 | 2.97 | Reduce 3.58% | 0.11 | $195.32–279.53 · VW $225.48i | $1,286,144,675 | SEC |
| 2023 Q4 | 5,122,109 | 3.01 | Reduce 4.26% | 0.12 | $216.79–269.53 · VW $248.16i | $1,247,201,817 | SEC |
| 2023 Q3 | 5,349,776 | 2.91 | Reduce 2.39% | 0.07 | $192.01–224.13 · VW $211.52i | $1,106,922,223 | SEC |
| 2023 Q2 | 5,480,511 | 2.78 | Reduce 30.34% | 1.31 | $195.29–224.26 · VW $213.83i | $1,121,367,271 | SEC |
| 2023 Q1 | 7,867,086 | 4.32 | Reduce 0.51% | 0.02 | $188.38–211.51 · VW $199.76i | $1,637,612,799 | SEC |
| 2022 Q4 | 7,907,485 | 4.32 | Reduce 6.14% | 0.27 | $179.61–232.15 · VW $203.48i | $1,477,671,744 | SEC |
| 2022 Q3 | 8,424,908 | 4.41 | Add 0.04% | <0.01 | $181.67–233.69 · VW $205.77i | $1,573,773,000 | SEC |
| 2022 Q2 | 8,421,390 | 3.82 | Reduce 2.64% | 0.10 | $163.20–235.01 · VW $199.98i | $1,448,142,000 | SEC |
| 2022 Q1 | 8,650,112 | 3.62 | Add 18.74% | 0.57 | $173.90–223.81 · VW $201.82i | $1,854,152,000 | SEC |
| 2021 Q4 | 7,284,891 | 3.44 | Add 5.62% | 0.18 | $199.63–285.38 · VW $235.08i | $2,048,439,000 | SEC |
| 2021 Q3 | 6,897,362 | 3.61 | Add 14.53% | 0.46 | $245.05–335.48 · VW $278.24i | $1,966,921,000 | SEC |
| 2021 Q2 | 6,022,347 | 3.37 | Add 5.34% | 0.17 | $271.15–344.39 · VW $308.54i | $1,757,923,000 | SEC |
| 2021 Q1 | 5,717,326 | 3.57 | Reduce 10.70% | 0.49 | $252.60–303.69 · VW $280.72i | $1,584,557,000 | SEC |
| 2020 Q4 | 6,402,047 | 4.55 | Add 1.37% | 0.06 | $272.70–321.13 · VW $289.94i | $1,954,801,000 | SEC |
| 2020 Q3 | 6,315,238 | 3.91 | Add 4.44% | 0.17 | $215.83–282.49 · VW $259.52i | $1,458,883,000 | SEC |
| 2020 Q2 | 6,046,593 | 4.38 | Add 62.29% | 1.68 | $209.06–254.35 · VW $236.37i | $1,446,285,000 | SEC |
| 2020 Q1 | 3,725,811 | 2.53 | Buy | 2.53 | $125.38–210.71 · VW $182.16i | $581,599,000 | SEC |
Price snapshot:
Current price$212.22
52-week low$185.50
52-week high$329.09