ADSK at a glance
Autodesk (ADSK, SEC CIK 769397) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as June 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Autodesk (ADSK) reported revenue of $7.2 billion (up 17.5% from FY2025) and net income of $1.1 billion. Diluted EPS was $5.23.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Autodesk (ADSK) shares worth $18.9 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by CAHILL JOHN T on June 23, 2026 of 2,000 shares at $189.20 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $7.2B
- +17.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 43 funds
- $18.9B · +1 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 8.01 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
Business Overview
- Global leader in 3D design/engineering software sold via hybrid direct-indirect channels; subscription-based recurring revenue model across AECO, Manufacturing, and M&E verticals
- Go-to-market overhaul: new transaction model shifts transactions directly between Autodesk and end customers, reducing TD Synnex revenue share from 39% (FY2024) to 14% (FY2026)
- Headcount reduced to ~14,300 from ~15,300 YoY (~1,000 fewer employees); zero acquisitions completed in FY2026
- Autodesk Construction Cloud rebranded as "Forma for Construction," signaling platform consolidation across design-to-operations lifecycle
- Committed 1% of annual operating profit to long-term impact programs; 155,000 metric tons CO2e emissions in FY2025, a 32% reduction vs FY2020 baseline
Risk Factors
- EU AI Act (approved March 2024) imposes compliance obligations on Autodesk's AI-embedded offerings; U.S. state AI laws adding further regulatory burden
- International revenue 64% of total; new 10% global "temporary import surcharge" (post-Feb 2026) and prior IEEPA tariffs create trade cost/refund uncertainty
- Distributor TD Synnex fell from 33% to 14% of total net revenue YoY as direct channel grows; reseller financial instability remains concentration risk
- GDPR penalties up to €20M or 4% global revenue; SEC and USAO investigations closed Aug 2025 but shareholder litigation and further regulatory inquiries remain open
- $2.5B principal debt due 2027–2035 plus $1.5B revolving facility; covenant breach could trigger acceleration across all outstanding senior notes
Management Discussion & Analysis
- Revenue $7.21B in FY2026, up 18% YoY ($1.075B increase); subscription revenue $6.74B, up 18%; AECO best-performing segment at $3.58B, up 22%
- GAAP operating margin 21.9% vs 22.1% FY2025; non-GAAP operating margin 38% vs 36.4% FY2025; restructuring charges drove GAAP margin pressure
- Operating cash flow $2.45B vs $1.61B prior year; share buybacks $1.40B (5M shares) vs $858M (3M shares); capex/investing outflows $451M
- Cash/marketable securities $2.97B; $2.50B notes outstanding; $1.5B undrawn revolving credit facility; RPO $8.30B, up 20% YoY
- FY2027 risks: new transaction model shift expected to boost revenue growth but compress operating margin; ongoing FX headwinds, geopolitical uncertainty, and annual billing transition impacting cash timing
AI summary of the ADSK 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Revenue $2.046B, up 16% YoY from $1.763B, driven by subscription revenue of $1.952B, up 17%
- Best product family AECO: $1.029B, up 17%; weakest Other: $40M, up 29% but smallest revenue base
- Cash, equivalents, and marketable securities $4.36B; operating cash flow $1.47B versus $1.02B YoY
- Share repurchases $901M for 4M shares; headwinds include geopolitical conflicts, trade wars, inflation, interest rates, labor shortages, and foreign exchange fluctuations
Risk Factors
- New tariff exposure triggered by 2026 U.S. trade actions, including tariffs up to 12.5% on imports from 60 trading partners
- Most material update: tariff uncertainty expanded after IEEPA tariffs were rescinded and replacement tariffs introduced under Sections 122 and 301
- Regulatory risk from privacy, cybersecurity, sanctions, and export controls affecting international operations and cross-border data flows
- Competitive risk from AI disruption and cloud-enabled entrants potentially reducing demand, pricing, margins, and market share
- International concentration risk with 65% of net revenue generated outside the United States in the six months ended July 31, 2026
AI summary of the ADSK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Counsel legal opinion dated September 10, 2026 confirms the legality of Autodesk’s Notes
- Exhibit 5.1 provides the opinion, supporting enforceability of the debt issuance for investors
Item 1.01: Entry into a Material Definitive Agreement
- $1.0B debt issuance: $500M 5.050% notes due 2029 and $500M 5.650% notes due 2033
- Refinancing proceeds plus cash repay Autodesk’s $1.0B term loan, replacing bank debt with fixed-rate bonds
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended July 31, 2026
- Financial details furnished in Exhibit 99.1 press release
Item 7.01: Regulation FD Disclosure
- Supplemental investor materials posted August 27, 2026, on Autodesk’s investor-relations website
- Website serves as a Regulation FD channel for material nonpublic information and investor conference announcements
Item 8.01: Other Events
- Autodesk completed its previously announced MaintainX acquisition on August 3, 2026
- Transaction implemented through merger with wholly owned subsidiary Matterhorn Acquisition Corp
AI summaries of ADSK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ADSK
Don't miss the next ADSK filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| CAHILL JOHN T | Buy | Jun 23, 2026 | 2,000 | $189.20 |
| Krishnan Ram R. | A | Jun 22, 2026 | 0 | - |
| Krishnan Ram R. | A | Jun 22, 2026 | 0 | - |
| Abbosh Omar | A | Jun 17, 2026 | 1,553 | - |
| BLASING KAREN | A | Jun 17, 2026 | 590 | - |
| BLASING KAREN | A | Jun 17, 2026 | 1,553 | - |
| rahim rami | A | Jun 17, 2026 | 466 | - |
| rahim rami | A | Jun 17, 2026 | 1,553 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.1B | $7.2B |
| Gross Profit | - | $5.6B | $6.6B |
| Operating Income | - | $1.4B | $1.6B |
| Net Income | - | $1.1B | $1.1B |
| Gross Margin | - | 90.6% | 91.0% |
| Op. Margin | - | 22.1% | 21.9% |
| Net Margin | - | 18.1% | 15.6% |
| Balance Sheet | |||
| Total Assets | $9.9B | $10.8B | $12.5B |
| Equity | - | $2.6B | $3.0B |
| ROE | - | 42.4% | 36.9% |
| Per Share | |||
| EPS | - | $5.12 | $5.23 |
| Cash Flow | |||
| Operating CF | - | $1.6B | $2.5B |
| CapEx | $31.0M | $40.0M | $43.0M |
Source: XBRL data in Autodesk (ADSK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ADSK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $18.88B |
| Q1 2026 | 42 | $22.01B |
| Q4 2025 | 44 | $26.05B |
| Q3 2025 | 46 | $27.49B |
| Q2 2025 | 40 | $25.80B |
| Q1 2025 | 39 | $15.50B |
| Q4 2024 | 34 | $16.03B |
| Q3 2024 | 32 | $8.00B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 320 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ADSK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 10-Q | Aug 28, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 10-Q | May 29, 2026 | Apr 30, 2026 | Analysis | |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 28, 2026 | - | Analysis | |
| 8-K | May 28, 2026 | - | Analysis |
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ADSK SEC filings: frequently asked questions
Which institutions hold ADSK stock?
As of June 30, 2026, the largest Autodesk (ADSK) holders among the 13F filers tracked by SignalX were BlackRock ($4.8 billion), Vanguard Capital Management LLC ($2.7 billion), Vanguard Portfolio Management LLC ($2.3 billion), State Street Corp ($2.0 billion), Invesco Ltd ($1.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ADSK's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Autodesk (ADSK) reported revenue of $7.2 billion (up 17.5% from FY2025) and net income of $1.1 billion. Diluted EPS was $5.23. The figures come from the XBRL data in the 10-K.
What are the main risks in ADSK's latest 10-K?
In the 10-K filed March 3, 2026, Autodesk (ADSK) flagged: EU AI Act (approved March 2024) imposes compliance obligations on Autodesk's AI-embedded offerings; U.S. state AI laws adding further regulatory burden. International revenue 64% of total; new 10% global "temporary import surcharge" (post-Feb 2026) and prior IEEPA tariffs create trade cost/refund uncertainty. (AI summary of the Risk Factors section.)
What did ADSK report in its latest 8-K?
Autodesk (ADSK) filed an 8-K on September 10, 2026 reporting Item 8.01 (Other Events) and Item 1.01 (Entry into a Material Definitive Agreement). Counsel legal opinion dated September 10, 2026 confirms the legality of Autodesk’s Notes.
What are the latest ADSK SEC filings?
Autodesk (ADSK) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on June 23, 2026.
What is ADSK's SEC CIK number?
Autodesk (ADSK)'s SEC Central Index Key (CIK) is 769397. EDGAR lists every ADSK filing under that number.
Ask anything about ADSK
The research agent reads ADSK's filings, financials, insider trades and 13F holders, then answers with sources.