Position in INTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,907,310
-$1,653,984 QoQ
Shares Held
273,991
-17.8% QoQ
Ownership
0.358%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 248 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in INTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $20,019,258,853 across 153 Software - Application names. INTA ranks #73 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,865,907 | $2,952,232,205 | |
| 2 | SNOW |
Snowflake Inc.
|
9,218,816 | $2,346,188,666 | |
| 3 | SHOP |
Shopify Inc.
|
15,220,724 | $1,737,902,256 | |
| 4 | CRM |
Salesforce, Inc.
|
10,440,961 | $1,635,680,940 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,949,279 | $1,384,884,410 | |
| 6 | INTU |
Intuit Inc.
|
4,808,487 | $1,255,015,107 | |
| 7 | DDOG |
Datadog, Inc.
|
4,451,836 | $1,159,080,013 | |
| 8 | ADSK |
Autodesk, Inc.
|
5,023,243 | $976,618,891 |
All Filings in INTA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,907,310 | 273,991 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $8,561,294 | 333,254 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,500,276 | 120,041 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,915,967 | 95,745 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,904,483 | 75,639 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,436,100 | 110,245 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $14,329,369 | 223,582 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $6,768,803 | 141,518 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $16,144,074 | 440,253 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $3,953,414 | 115,260 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $3,091,440 | 81,311 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $1,728,457 | 51,565 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,624,723 | 38,767 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,446,672 | 32,263 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $826,610 | 33,144 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $496,041 | 26,569 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $173,292 | 11,837 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $233,016 | 9,705 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $168,897 | 6,713 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $175,502 | 6,813 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||