OBERNDORF WILLIAM E ADSK Autodesk Inc

Ownership history in OBERNDORF WILLIAM E  ·  8 quarters on record

AI Ownership Summary

OBERNDORF WILLIAM E reported Autodesk Inc (ADSK) in 8 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 18.04% in 2025 Q3. The latest visible filing shows ADSK at 15.79% 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 OBERNDORF WILLIAM E's position in Autodesk Inc, 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 15.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.04% in 2025 Q3

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

Time in book
Holding Window
2024 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 OBERNDORF WILLIAM E 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 42,124 0% 15.79% $12.5M 2026-02-14 (Est.) $231.22
2025 Q3 UNCHANGED 42,124 0% 18.04% $13.4M 2025-11-13 $297.17
2025 Q2 ADDED 42,124 +10,895 +34.9% 14.41% $13.0M 2025-08-11 $284.62
2025 Q1 ADDED 31,229 +3,726 +13.5% 10.49% $8.2M 2025-05-14 $295.54
2024 Q4 UNCHANGED 27,503 0% 13.57% $8.1M 2025-02-18 $295.66
2024 Q3 REDUCED 34.7% +8.0% 27,503 -14,621 -34.7% 10.05% $7.6M 2024-11-13 $313.14
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OBERNDORF WILLIAM E and ADSK

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

How long has OBERNDORF WILLIAM E reported owning ADSK?

OBERNDORF WILLIAM E reported ADSK across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ADSK position in OBERNDORF WILLIAM E's portfolio?

The largest reported portfolio weight for ADSK was 18.04% in 2025 Q3.

What is the latest reported ADSK position on this page?

The most recent filing on this page is 2025 Q4, when OBERNDORF WILLIAM E reported 42,124 shares, equal to 15.79% of portfolio, with an estimated market value of $12.5M.

What does the chart on this ADSK ownership page compare?

The chart compares OBERNDORF WILLIAM E'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 OBERNDORF WILLIAM E time their ADSK position?

Based on 13F filing dates vs. subsequent ADSK price moves, OBERNDORF WILLIAM E correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ADSK relative to SPY over the holding period was -30.3%.

← Back to OBERNDORF WILLIAM E Holdings