Position in INTU
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,060,290
-$1,145,822 QoQ
Shares Held
4,765
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Welch & Forbes LLC holds $213,654,801 across 11 Software - Application names. INTU ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
180,120 | $63,737,263 | |
| 2 | ADP |
Automatic Data Processing Inc
|
223,960 | $45,504,192 | |
| 3 | PAYX |
Paychex Inc
|
362,116 | $33,358,125 | |
| 4 | NOW |
ServiceNow, Inc.
|
284,864 | $29,782,531 | |
| 5 | SHOP |
Shopify Inc.
|
153,531 | $18,211,847 | |
| 6 | UBER |
Uber Technologies, Inc
|
224,048 | $16,115,772 | |
| 7 | ADBE |
Adobe Inc.
|
12,033 | $2,924,981 | |
| 8 | INTU |
Intuit Inc.
This page
|
4,765 | $2,060,290 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,060,290 | 4,765 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,206,112 | 4,840 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,312,796 | 4,851 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,831,032 | 4,864 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,710,151 | 4,414 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,774,199 | 4,414 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,737,368 | 4,408 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,992,277 | 4,553 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,975,700 | 4,578 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,879,513 | 4,607 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,353,900 | 4,607 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,086,139 | 4,553 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,030,309 | 4,554 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,767,837 | 4,542 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,759,207 | 4,542 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,739,490 | 4,513 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,170,030 | 4,513 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,902,851 | 4,513 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,434,808 | 4,513 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,212,137 | 4,513 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,477,079 | 3,856 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,464,701 | 3,856 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,257,865 | 3,856 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,142,108 | 3,856 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,220,380 | 5,306 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||