Investors interested in Internet - Software stocks are likely familiar with DoubleVerify Holdings (DV) and Autodesk (ADSK). But which of these two stocks is more attractive to value investors?
Abacus FCF Advisors LLC raised its holdings in shares of Autodesk, Inc. (NASDAQ: ADSK) by 2.9% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 62,365 shares of the software company's stock after acquiring an additional 1,776 shares during the quarter.
ADSK's scale, AI monetization and steadier earnings growth make it a safer design SaaS bet than FIG amid rising AI-driven costs.
Darwin Wealth Management LLC purchased a new stake in Autodesk, Inc. (NASDAQ: ADSK) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 4,241 shares of the software company's stock, valued at approximately $1,347,000. A number of other hedge funds
Assenagon Asset Management S.A. lifted its stake in Autodesk, Inc. (NASDAQ: ADSK) by 14.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,439 shares of the software company's stock after purchasing an additional 2,538 shares during the period. Assenagon Asset Management
BDF Gestion lessened its holdings in Autodesk, Inc. (NASDAQ: ADSK) by 17.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,732 shares of the software company's stock after selling 2,856 shares during the quarter. BDF Gestion's holdings in Autodesk were
Autodesk (ADSK) has fully transitioned to a SaaS model, driving gross margins above 92% and free cash flow margins near 37%. ADSK's revenue growth has accelerated, with management targeting a $10B+ TAM in new construction and infrastructure needs, supporting sustained double-digit top-line growth. Operating margins are expanding, mirroring Adobe's SaaS transition, suggesting further margin gains as ADSK matures.
Nomura Holdings Inc. reduced its holdings in Autodesk, Inc. (NASDAQ: ADSK) by 13.0% in the undefined quarter, according to the company in its most recent filing with the SEC. The firm owned 15,559 shares of the software company's stock after selling 2,317 shares during the quarter. Nomura Holdings Inc.'s holdings in Autodesk were
B. Riley Wealth Advisors Inc. bought a new position in shares of Autodesk, Inc. (NASDAQ: ADSK) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 4,444 shares of the software company's stock, valued at approximately $1,376,000. Several other large
Goodman Advisory Group LLC acquired a new stake in Autodesk, Inc. (NASDAQ: ADSK) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 16,595 shares of the software company's stock, valued at approximately $5,137,000. Autodesk makes up approximately 1.7% of Goodman Advisory
