Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$651,978
-$312,229 QoQ
Shares Held
2,498
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#956
of 1,740 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,528,768 across 10 Software - Application names. INTU ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
20,640 | $1,489,382 | |
| 2 | ADBE |
Adobe Inc.
|
6,947 | $1,424,273 | |
| 3 | NOW |
ServiceNow, Inc.
|
14,211 | $1,410,868 | |
| 4 | CRM |
Salesforce, Inc.
|
8,751 | $1,370,931 | |
| 5 | WK |
Workiva Inc
|
16,640 | $807,206 | |
| 6 | INTU |
Intuit Inc.
This page
|
2,498 | $651,978 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,743 | $614,294 | |
| 8 | PAYX |
Paychex Inc
|
2,852 | $280,437 |
All Filings in INTU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,978 | 2,498 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $964,207 | 2,230 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,026,088 | 1,549 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $947,196 | 1,387 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,002,652 | 1,273 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $723,280 | 1,178 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $636,042 | 1,012 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $523,503 | 843 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,080,453 | 1,644 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,089,400 | 1,676 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $931,294 | 1,490 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $800,642 | 1,567 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $807,330 | 1,762 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $842,618 | 1,890 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,100,324 | 2,827 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,169,319 | 3,019 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,151,309 | 2,987 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $855,414 | 1,779 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $847,763 | 1,318 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $683,019 | 1,266 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $609,281 | 1,243 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $295,339 | 771 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||