Coppell Advisory Solutions LLC ADSK AUTODESK INC COM

Ownership history in Coppell Advisory Solutions LLC  ·  8 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported AUTODESK INC COM (ADSK) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.53% in 2025 Q2. The latest visible filing shows ADSK at 0.42% 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.

What this ADSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coppell Advisory Solutions LLC's position in AUTODESK INC 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 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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 Q4 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 Coppell Advisory Solutions LLC held ADSK — position size vs. price
% of Fund (quarterly)    ADSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 14,187 +3,115 +28.1% 0.42% $4.2M 2026-02-14 (Est.) $231.22
2025 Q3 ADDED 11,072 +1,282 +13.1% 0.38% $3.6M 2025-11-14 $299.39
2025 Q2 ADDED 9,790 +6,295 +180.1% 0.53% $3.0M 2025-08-14 $283.75
2025 Q1 ADDED 3,495 +3,218 +1161.7% 0.13% $954K 2025-05-16 $298.08
2024 Q4 ADDED 277 +151 +119.8% 0.01% $82K 2025-02-14 $302.72
2024 Q3 ADDED 126 +48 +61.5% 0.01% $34K 2024-11-14 $306.65
2024 Q2 REDUCED 34.5% +11.3% 78 -41 -34.5% 0.00% $19K 2024-08-15 $250.21
2023 Q4 INITIATED 119 0.01% $29K 2024-02-14 $262.17

FAQ About Coppell Advisory Solutions LLC and ADSK

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

How long has Coppell Advisory Solutions LLC reported owning ADSK?

Coppell Advisory Solutions LLC reported ADSK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ADSK position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for ADSK was 0.53% in 2025 Q2.

What is the latest reported ADSK position on this page?

The most recent filing on this page is 2025 Q4, when Coppell Advisory Solutions LLC reported 14,187 shares, equal to 0.42% of portfolio, with an estimated market value of $4.2M.

What does the chart on this ADSK ownership page compare?

The chart compares Coppell Advisory Solutions LLC'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.

How well did Coppell Advisory Solutions LLC time their ADSK position?

Based on 13F filing dates vs. subsequent ADSK price moves, Coppell Advisory Solutions LLC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on ADSK relative to SPY over the holding period was -20.7%.

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