The cluster shows no strong directional signal — buying and selling nearly offset each other. Assenagon's conviction doubling is notable but represents a small absolute stake. Monitor next quarter's 13F for follow-through from the buyers and whether Robeco continues trimming.
Executive Summary
Three active asset managers accumulated $65.9M in Autodesk (ADSK) during Q3 2026, led by Assenagon Asset Management more than doubling its stake to $52.3M. One institutional seller, Robeco, trimmed $69.6M, making the cluster nearly balanced in net dollar terms. The buying is concentrated in smaller active managers, while the single large seller suggests mixed institutional conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$3.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +817.7% | $52.3M | $47.0M |
| Concurrent Investment Advisors | ADD | +39.8% | $1.3M | $436.0K |
| Vontobel Holding | ADD | +31.7% | $62.9M | $18.5M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | TRIM | -33.9% | $241.0M | -$69.6M |
Key Facts
- 3 buyers added $65.9M in aggregate; 1 seller reduced $69.6M
- Assenagon Asset Management DOUBLED its position (+817.7% shares) to $52.3M
- Vontobel Holding added +31.7% shares, now holding $62.9M
- Robeco Institutional Asset Management trimmed -33.9% shares, exiting $69.6M
- Net institutional flow was essentially flat (-$3.7M) across the cluster
Financial Impact
3 institutions accumulated $65.9M in new ADSK positions while 1 institution reduced holdings by $69.6M, resulting in a net outflow of approximately -$3.7M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Single large seller (Robeco) outweighs the three smaller buyers in dollar terms
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-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $244.84 | awaiting T+60 | — | — |
Sep 9, 2026 6w ago | 424B5 | $211.61 | awaiting T+60 | — | — |
Aug 3, 2026 12w ago | 8-K | $234.71 $242.10 | ▲ +3.15% | ▲ +1.57% | — |
Jul 30, 2026 12w ago | Institutional Cluster | $234.97 $252.20 | ▲ +7.33% | ▲ +4.87% | — |
Jun 15, 2026 19w ago | Insider Buy | $201.38 $211.61 | ▲ +5.08% | ▲ +4.08% | — |
Jun 15, 2026 19w ago | 8-K | $198.60 $206.62 | ▲ +4.04% | ▲ +3.04% | — |
May 28, 2026 21w ago | 8-K | $231.25 $254.42 | ▲ +10.02% | ▲ +9.10% | — |
Apr 24, 2026 26w ago | 8-K | $234.90 $203.50 | ▼ −13.37% | ▼ −17.87% | — |
US Market Status
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