Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$637,101
-$424,391 QoQ
Shares Held
2,441
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#962
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026ROBERTS GLORE & CO INC /IL/ holds $4,738,603 across 8 Software - Application names. INTU ranks #5 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,896 | $872,509 | |
| 2 | SNOW |
Snowflake Inc.
|
3,087 | $785,641 | |
| 3 | NICE |
NICE Ltd.
|
8,379 | $761,232 | |
| 4 | CRM |
Salesforce, Inc.
|
4,764 | $746,328 | |
| 5 | INTU |
Intuit Inc.
This page
|
2,441 | $637,101 | |
| 6 | FICO |
Fair Isaac Corp
|
401 | $479,106 | |
| 7 | FIG |
Figma, Inc.
|
13,325 | $241,049 | |
| 8 | PAYX |
Paychex Inc
|
2,193 | $215,637 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,101 | 2,441 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,061,492 | 2,455 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,612,992 | 2,435 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,662,885 | 2,435 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,931,268 | 2,452 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,526,993 | 2,487 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,643,527 | 2,615 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,658,070 | 2,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,784,982 | 2,716 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,806,350 | 2,779 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,746,333 | 2,794 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,435,230 | 2,809 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,305,383 | 2,849 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,272,398 | 2,854 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,130,294 | 2,904 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,289,388 | 3,329 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,286,984 | 3,339 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,617,545 | 3,364 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,183,088 | 3,394 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,870,481 | 3,467 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,728,829 | 3,527 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,377,866 | 3,597 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,366,320 | 3,597 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,179,249 | 3,615 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,081,982 | 3,653 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $850,080 | 3,696 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||