Farallon Capital Trims Stake in Autodesk

Hedge fund reduces holdings in software company by 4.7% in Q3

Mar. 16, 2026 at 11:07am

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Farallon Capital Management LLC, a major institutional investor, decreased its stake in Autodesk, Inc. (NASDAQ:ADSK) by 4.7% during the third quarter, according to a recent SEC filing. Farallon, which owns about 0.78% of Autodesk, cited the software company's stock price performance as the reason for the reduced position.

Why it matters

Autodesk is a leading provider of design and engineering software used across industries. Institutional investors like Farallon closely monitor and adjust their holdings in major tech companies like Autodesk, which can provide insights into market sentiment and future performance expectations.

The details

According to the filing, Farallon Capital Management sold 81,800 shares of Autodesk during the third quarter, leaving the firm with 1,662,852 shares. Autodesk accounts for about 2.2% of Farallon's total portfolio. The hedge fund cited Autodesk's stock price, which has fluctuated between $215 and $329 over the past 52 weeks, as the reason for the reduced position.

  • Farallon Capital Management decreased its Autodesk stake during the 3rd quarter of 2026.

The players

Farallon Capital Management LLC

A major hedge fund that owns a 0.78% stake in Autodesk.

Autodesk, Inc.

A software company that develops design and creation tools for the architecture, engineering, construction, manufacturing, and media industries.

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The takeaway

Farallon Capital's move to trim its Autodesk position suggests the hedge fund sees near-term headwinds for the software company's stock price, despite Autodesk's strong market position and growth potential. Investors will be watching to see if other major institutional holders follow suit or maintain their confidence in Autodesk.