BANK OF MONTREAL /CAN/

Bank

Position in ADSK — Autodesk, Inc.

CIK 927971 TORONTO, A6

Back to ADSK Full portfolio

Position in ADSK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$55,911,105

-$5,226,861 QoQ

Shares Held

287,579

+12.6% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#95

of 1,188 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in ADSK Over Time

Shares Held

Position Value (USD)

Derivatives in ADSK

reported options exposure · as of Sep 30, 2025

CallValue

$12,706,800

CallShares

40,000

PutValue

$12,706,800

PutShares

40,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $5,121,698,604 across 80 Software - Application names. ADSK ranks #17 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	13,770,055	$1,572,264,874
2	SNOW	Snowflake Inc.	2,381,901	$606,193,802
3	NOW	ServiceNow, Inc.	4,787,110	$475,264,276
4	UBER	Uber Technologies, Inc	4,416,738	$318,711,811
5	SSNC	SS&C Technologies Holdings Inc	4,762,252	$295,497,732
6	ADBE	Adobe Inc.	916,955	$187,994,109
7	ADP	Automatic Data Processing Inc	796,251	$178,320,408
8	ROP	Roper Technologies Inc	477,851	$161,699,993

All Filings in ADSK

Export CSV

35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,911,105	287,579	+12.6%	Shares	Defined	2026-08-12
2026-03-31	$61,137,966	255,380	-13.6%	Shares	Defined	2026-05-13
2025-12-31	$87,518,904	295,662	-36.1%	Shares	Defined	2026-02-12
2025-09-30	$12,706,800	40,000	+1.5%	Put	Defined	2025-11-13
2025-09-30	$12,706,800	40,000	+112.8%	Call	Defined	2025-11-13
2025-09-30	$146,878,214	462,361	+9.2%	Shares	Defined	2025-11-13
2025-06-30	$131,113,107	423,533	-5.4%	Shares	Defined	2025-08-05
2025-03-31	$117,163,349	447,530	-10.5%	Shares	Defined	2025-05-13
2024-12-31	$147,816,029	500,105	-45.3%	Shares	Defined	2025-02-13
2024-09-30	$251,655,383	913,516	+8.7%	Shares	Defined	2024-11-13
2024-06-30	$207,895,857	840,153	+37.4%	Shares	Defined	2024-08-14
2024-03-31	$159,250,213	611,513	-6.1%	Shares	Defined	2024-05-13
2024-03-31	$10,260,548	39,400	-8.8%	Put	Defined	2024-05-13
2024-03-31	$4,895,896	18,800	+276.0%	Call	Defined	2024-05-13
2023-12-31	$10,518,336	43,200	-10.4%	Put	Defined	2024-02-08
2023-12-31	$158,501,825	650,985	+32.1%	Shares	Defined	2024-02-08
2023-09-30	$1,034,550	5,000	-35.1%	Call	Defined	2023-11-01
2023-09-30	$101,984,073	492,891	-21.1%	Shares	Defined	2023-11-01
2023-09-30	$9,973,062	48,200	—	Put	Defined	2023-11-01
2023-06-30	$127,762,777	624,421	+48.1%	Shares	Defined	2023-08-02
2023-03-31	$87,744,641	421,525	-6.0%	Shares	Defined	2024-06-13
2022-12-31	$83,774,753	448,305	+10.0%	Shares	Defined	2023-02-01
2022-09-30	$76,147,897	407,644	-7.4%	Shares	Defined	2022-11-10
2022-06-30	$75,663,429	440,006	-12.4%	Shares	Defined	2022-08-11
2022-03-31	$107,658,142	502,254	+67.0%	Shares	Defined	2022-05-12
2021-12-31	$84,556,642	300,710	-66.6%	Shares	Defined	2022-02-11
2021-09-30	$256,463,929	899,337	+12.7%	Shares	Defined	2021-11-12
2021-06-30	$232,980,856	798,153	+48.3%	Shares	Defined	2021-08-12
2021-03-31	$149,177,092	538,254	-0.5%	Shares	Defined	2021-05-13
2020-12-31	$165,252,752	541,209	+28.8%	Shares	Defined	2021-02-12
2020-09-30	$97,093,730	420,301	+3.4%	Shares	Defined	2020-11-12
2020-06-30	$1,841,763	7,700	-30.6%	Call	Defined	2020-08-12
2020-06-30	$97,221,641	406,462	+241.4%	Shares	Defined	2020-08-12
2020-03-31	$18,582,921	119,045	—	Shares	Defined	2020-05-13
2020-03-31	$1,732,710	11,100	—	Call	Defined	2020-05-13
No filing history on record for this holder in this stock.