Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$462,753
-$588,362 QoQ
Shares Held
1,773
-27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,056
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026BOSTON FAMILY OFFICE LLC holds $53,233,651 across 9 Software - Application names. INTU ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
70,744 | $15,843,118 | |
| 2 | NOW |
ServiceNow, Inc.
|
148,037 | $14,697,113 | |
| 3 | CRM |
Salesforce, Inc.
|
61,293 | $9,602,161 | |
| 4 | ROP |
Roper Technologies Inc
|
26,022 | $8,805,584 | |
| 5 | TYL |
Tyler Technologies Inc
|
5,780 | $1,690,418 | |
| 6 | ADBE |
Adobe Inc.
|
5,133 | $1,052,367 | |
| 7 | SHOP |
Shopify Inc.
|
6,501 | $742,284 | |
| 8 | INTU |
Intuit Inc.
This page
|
1,773 | $462,753 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,753 | 1,773 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,051,115 | 2,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,440,763 | 2,175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,138,410 | 1,667 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,312,979 | 1,667 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,025,977 | 1,671 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $845,961 | 1,346 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $835,866 | 1,346 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $884,604 | 1,346 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $919,100 | 1,414 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,030,674 | 1,649 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $862,977 | 1,689 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $773,882 | 1,689 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $753,006 | 1,689 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $657,392 | 1,689 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $760,696 | 1,964 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $757,004 | 1,964 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $944,369 | 1,964 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,289,012 | 2,004 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,081,178 | 2,004 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $982,300 | 2,004 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $767,652 | 2,004 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $761,219 | 2,004 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $653,724 | 2,004 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $595,045 | 2,009 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $462,070 | 2,009 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||