NTV Asset Management 13F: New $891K Stake in Autodesk (ADSK)

NTV Asset Management opened a new position in Autodesk, Inc. (NasdaqGS: ADSK), purchasing 4,265 shares valued at about $891,385. The investment firm disclosed the new holding in a Form 13F filing with the SEC on October 23, 2026.

ADSK Autodesk, Inc.

$252.20 ▼ -12.04% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in NTV Asset Management's Autodesk Position

The fund started from zero shares previously and bought 4,265 shares to establish the position. Autodesk shares closed at $252.20 on the filing date of October 23, 2026.

Other Institutional Activity in Autodesk

Other large investors adjusted their holdings in Autodesk around the same time. Trust Co of Vermont reduced its holdings by 2,998 shares, ending with 9,722 shares worth about $2,031,898. E. Ohman J:or Asset Management grew its stake by 12.2%, adding 15,590 shares to finish with 143,608 shares valued at roughly $30,014,072. Goelzer Investment Management sold out of its position, dropping 3,552 shares to end with zero shares. LOOMIS SAYLES & CO L P increased its holdings by 10.4%, picking up 595,260 shares to hold 6,335,468 shares worth about $1,597,805,010. Ninety One UK Ltd trimmed its stake by 3.3%, selling 124,634 shares to own 3,675,175 shares valued at approximately $926,879,123.

Autodesk, Inc. Stock Up 4.1%

Autodesk shares recently traded around $254.95 on October 24, 2026, sitting 1.1% above their $252.20 close on the filing date. The stock trades 9.5% above its 50-day moving average of $232.91 and 8.6% above its 200-day moving average of $234.84. Even with these gains, the stock remains 20.3% below its 52-week high of $320.00 while trading 37.4% above its 52-week low of $185.50.

Recent Earnings

Autodesk reported trailing twelve month revenue of $7.79 billion alongside $7.71 in earnings per share. The company generated a net profit margin of 21.1% and a return on equity of 53.9%. Its next quarterly earnings report is scheduled for November 27, 2026.

Insider Buying and Selling at Autodesk, Inc.

Company insiders made several purchases earlier in the year. Director Stacy J Smith bought 3,445 shares on May 29, 2026, worth $794,054. Chief Financial Officer Janeshe Moorjani acquired 2,500 shares on June 15, 2026, at an average price of $197.67 for a total of $494,175. Chief Executive Officer Andrew J Anagnost picked up 2,460 shares on June 16, 2026, at $202.66 per share totaling $498,544. Finally, Director John T Cahill bought 2,000 shares on June 23, 2026, at $189.20 per share for a value of $378,400.

Analysts Set New Price Targets

Wall Street firms updated their outlooks on the software maker ahead of the filing. On September 15, 2026, Cantor Fitzgerald initiated coverage with a neutral rating and a $215.00 price target. RBC Capital reiterated an outperform rating with a $305.00 target on September 17, 2026. BTIG maintained a buy rating and a $300.00 target on September 18, 2026. Guggenheim kept a buy rating with a $283.00 target on September 21, 2026, while Piper Sandler maintained an overweight rating and lowered its target to $300.00 on September 28, 2026. Overall, the stock carries a consensus buy rating from 34 analysts, with a mean price target of $307.54.

About Autodesk, Inc.

Autodesk builds software used for 3D design, engineering, and entertainment. Architects, builders, and engineers rely on its tools to draft blueprints, model structures, and animate digital media. Institutional backing from firms like NTV Asset Management reflects ongoing interest in the software provider as it heads toward its late November earnings release.

Bottom Line

Investors will look toward Autodesk's upcoming earnings report on November 27, 2026, for fresh updates on revenue and profit growth. Watch for additional institutional filings to see if other asset managers follow NTV Asset Management into the stock.