ADSK D AUTODESK COM

Ownership history in BURNEY CO/  ·  98 quarters on record

AI Ownership Summary

BURNEY CO/ reported D AUTODESK COM (ADSK) in 98 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.93% in 2025 Q2. The latest visible filing shows ADSK at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in D AUTODESK COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ADSK was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BURNEY CO/ held ADSK — position size vs. price
% of Fund (quarterly)    ADSK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 76,574 +5,821 +8.2% 0.71% $22.7M 2026-02-14 (Est.) $231.22
2025 Q3 REDUCED 70,753 -18,024 -20.3% 0.71% $22.5M 2025-10-16 $299.82
2025 Q2 ADDED 88,777 +36,903 +71.1% 0.93% $27.5M 2025-08-05 $299.20
2025 Q1 ADDED 51,874 +9,958 +23.8% 0.49% $13.6M 2025-05-06 $278.64
2024 Q4 REDUCED 41,916 -305 -0.7% 0.44% $12.4M 2025-01-14 $286.87
2024 Q3 ADDED 42,221 +15,471 +57.8% 0.41% $11.6M 2024-10-18 $292.99
2024 Q2 REDUCED 26,750 -2,977 -10.0% 0.25% $6.6M 2024-07-29 $242.58
2024 Q1 ADDED 29,727 +719 +2.5% 0.29% $7.7M 2024-05-22 $219.96
2023 Q4 ADDED 29,008 +18 +0.1% 0.30% $7.1M 2024-02-12 $262.04
2023 Q3 REDUCED 28,990 -14,689 -33.6% 0.28% $6.0M 2023-11-08 $206.93
88 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BURNEY CO/ and ADSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning ADSK?

BURNEY CO/ reported ADSK across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ADSK position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for ADSK was 0.93% in 2025 Q2.

What is the latest reported ADSK position on this page?

The most recent filing on this page is 2025 Q4, when BURNEY CO/ reported 76,574 shares, equal to 0.71% of portfolio, with an estimated market value of $22.7M.

What does the chart on this ADSK ownership page compare?

The chart compares BURNEY CO/'s quarterly ADSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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