Position in INTU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,264
-$8,869 QoQ
Shares Held
24
-31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,648
of 1,740 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $3,763,443 across 8 Software - Application names. INTU ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
9,379 | $2,100,426 | |
| 2 | PAYX |
Paychex Inc
|
13,740 | $1,351,053 | |
| 3 | SHOP |
Shopify Inc.
|
2,000 | $228,360 | |
| 4 | ADBE |
Adobe Inc.
|
245 | $50,229 | |
| 5 | SNOW |
Snowflake Inc.
|
75 | $19,087 | |
| 6 | INTU |
Intuit Inc.
This page
|
24 | $6,264 | |
| 7 | NATL |
NCR Atleos Corp
|
100 | $4,341 | |
| 8 | BULL |
Webull Corp
|
565 | $3,683 |
All Filings in INTU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,264 | 24 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,133 | 35 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $27,821 | 42 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $23,901 | 35 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $27,567 | 35 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $21,489 | 35 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $15,084 | 24 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $14,904 | 24 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||