The net institutional selling is modest relative to market cap ($51.7B), but insider buying signals management conviction. With the 13F lag, positions may have shifted. Monitor the next earnings release for fundamental validation and watch for any further insider buying as a bullish confirmation.
Executive Summary
An institutional cluster in ADSK shows 4 buyers adding $35.9M in new positions while 7 sellers trimmed $49.4M, resulting in a net institutional outflow of ~$13.6M during Q2 2026. However, a strong insider buying signal (4 open-market buyers including C-suite, $2.2M) provides a countervailing conviction signal, creating a mixed institutional picture.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$13.6M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | ADD | +26.2% | $241.0M | $5.8M |
| Exchange Traded Concepts | ADD | +41.8% | $33.5M | $4.4M |
| Td Waterhouse Canada | ADD | +34.1% | $340.0K | $48.0K |
| Erste Asset Management | ADD | +57.8% | $110.3M | $25.6M |
▼ Sellers (7)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Sequoia Financial Advisors | TRIM | -38.1% | $2.6M | -$1.3M |
| Envestnet Portfolio Solutions | TRIM | -31% | $1.3M | -$556.3K |
| Greenleaf Trust | TRIM | -25.8% | $1.0M | -$416.2K |
| Private Advisor Group | TRIM | -34.9% | $2.4M | -$1.1M |
| Mather Group | TRIM | -60.9% | $690.0K | -$471.1K |
| Op Asset Management | TRIM | -61.5% | $16.8M | -$11.6M |
| New York State Common Retirement Fund | TRIM | -46.6% | $60.0M | -$34.0M |
Key Facts
- 4 institutional buyers (all adds) increased holdings by $35.9M, led by Erste Asset Management (+$25.6M, +57.8%) and Robeco (+$5.8M, +26.2%).
- 7 institutional sellers (all trims) reduced holdings by $49.4M, led by New York State Common Retirement Fund (-$34.0M, -46.6%) and Op Asset Management (-$11.6M, -61.5%).
- Net institutional outflow of ~$13.6M, but 4 company insiders (including C-suite) bought $2.2M in open-market purchases during the same period (confluence score 87/100).
- All participants are active asset managers; no passive/index funds dominate the cluster.
Financial Impact
4 institutional buyers added $35.9M while 7 institutional sellers reduced holdings by $49.4M, net outflow ~$13.6M. Insider buying added $2.2M.
Risk Factors
- 13F data is 45+ days old and may not reflect current positions; the cluster may have been unwound.
- Net institutional outflow of ~$13.6M is small relative to ADSK's $51.7B market cap and may not be directional.
- Historical performance on ADSK shows mixed prior outcomes, with high-score reports underperforming.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ADSK-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | 424B5 | $211.61 $218.64 | ▲ +3.32% | ▲ +3.82% | — |
Aug 3, 2026 8w ago | 8-K | $234.71 $256.07 | ▲ +9.10% | ▲ +7.07% | — |
Jul 30, 2026 9w ago | Institutional Cluster | $234.97 $242.47 | ▲ +3.19% | ▼ −0.43% | — |
Jun 15, 2026 15w ago | Insider Buy | $201.38 $188.78 | ▼ −6.26% | ▼ −4.02% | — |
Jun 15, 2026 15w ago | 8-K | $198.60 $187.72 | ▼ −5.48% | ▼ −4.10% | — |
May 28, 2026 18w ago | 8-K | $231.25 $229.76 | ▼ −0.64% | ▲ +1.88% | — |
Apr 24, 2026 23w ago | 8-K | $234.90 $247.48 | ▲ +5.36% | ▲ +4.96% | — |
US Market Status
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