Position in INTA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$986,906
-$867,016 QoQ
Shares Held
38,416
-5.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 2.0616409829237816.ToString("F0")%
Shared 0.ToString("F0")%
None 97.93835901707621.ToString("F0")%
Common Shares in INTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $428,304,198 across 56 Software - Application names. INTA ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
302,143 | $56,401,033 | |
| 2 | ADP |
Automatic Data Processing Inc
|
240,039 | $48,771,123 | |
| 3 | UBER |
Uber Technologies, Inc
|
637,626 | $45,864,437 | |
| 4 | INTU |
Intuit Inc.
|
92,393 | $39,948,884 | |
| 5 | SHOP |
Shopify Inc.
|
330,166 | $39,164,290 | |
| 6 | NOW |
ServiceNow, Inc.
|
307,346 | $32,133,023 | |
| 7 | ADSK |
Autodesk, Inc.
|
129,513 | $31,005,411 | |
| 8 | PAYX |
Paychex Inc
|
268,641 | $24,747,207 |
All Filings in INTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $986,906 | 38,416 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,853,922 | 40,461 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,480,088 | 36,188 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,351,824 | 26,188 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $319,513 | 5,473 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $348,777 | 5,442 | Shares | Defined | 2025-01-31 | |
| 2024-03-31 | $524,652 | 15,296 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $465,630 | 12,247 | Shares | Defined | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||