SEC 13F Intelligence

Valley Forge Capital Management, LP / ADSK

Valley Forge Capital Management, LP’s Autodesk Inc Position

Does Valley Forge Capital Management, LP own Autodesk Inc (ADSK)? Not currently — the last reported position was 224.0K shares worth $47M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$47M
Q1 2023
Shares
224.0K
% of Portfolio
+1.77%
Quarters Held
18
position exited

Position History ADSK

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $17MQ2 ’19: $18MQ3 ’19: $16MQ3 ’19Q4 ’19: $20MQ1 ’20: $17MQ2 ’20: $33MQ2 ’20Q3 ’20: $32MQ4 ’20: $42MQ1 ’21: $70MQ1 ’21Q2 ’21: $74MQ3 ’21: $72MQ4 ’21: $71MQ4 ’21Q1 ’22: $48MQ2 ’22: $39MQ3 ’22: $42MQ3 ’22Q4 ’22: $42MQ1 ’23: $47Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023224.0K$47M+1.77%
Q4 2022224.0K$42M+1.70%
Q3 2022224.0K$42M+1.99%
Q2 2022224.0K$39M+1.72%
Q1 2022224.0K$48M+1.83%
Q4 2021253.6K$71M+2.70%
Q3 2021253.6K$72M+2.87%
Q2 2021253.6K$74M+2.88%
Q1 2021253.5K$70M+3.32%
Q4 2020137.6K$42M+3.90%
Q3 2020137.6K$32M+3.45%
Q2 2020137.6K$33M+4.00%
Q1 2020108.0K$17M+3.57%
Q4 2019108.0K$20M+3.85%
Q3 2019108.0K$16M+3.56%
Q2 2019108.0K$18M+4.17%
Q1 2019108.0K$17M+4.46%
Q4 2018108.0K$14M+5.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valley Forge Capital Management, LP’s full portfolio or all institutional holders of ADSK.