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Equibles

Welch & Forbes LLC

Position in INTU — Intuit Inc.

CIK 105495 Boston, MA
Back to INTU Full portfolio

Position in INTU

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$1,179,198
-$881,092 QoQ
Shares Held
4,518
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#808
of 1,748 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, 2026

Welch & Forbes LLC holds $199,394,757 across 11 Software - Application names. INTU ranks #8 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ADP
Automatic Data Processing Inc
 223,090 $49,961,005
2 ROP
Roper Technologies Inc
 140,495 $47,542,103
3 PAYX
Paychex Inc
 363,475 $35,740,496
4 NOW
ServiceNow, Inc.
 275,179 $27,319,771
5 SHOP
Shopify Inc.
 159,087 $18,164,553
6 UBER
Uber Technologies, Inc
 222,080 $16,025,292
7 ADBE
Adobe Inc.
 8,853 $1,815,042
8 INTU
Intuit Inc.
This page 		4,518 $1,179,198

All Filings in INTU

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,179,198 4,518
2026-03-31 $2,060,290 4,765
2025-12-31 $3,206,112 4,840
2025-09-30 $3,312,796 4,851
2025-06-30 $3,831,032 4,864
2025-03-31 $2,710,151 4,414
2024-12-31 $2,774,199 4,414
2024-09-30 $2,737,368 4,408
2024-06-30 $2,992,277 4,553
2024-03-31 $2,975,700 4,578
2023-12-31 $2,879,513 4,607
2023-09-30 $2,353,900 4,607
2023-06-30 $2,086,139 4,553
2023-03-31 $2,030,309 4,554
2022-12-31 $1,767,837 4,542
2022-09-30 $1,759,207 4,542
2022-06-30 $1,739,490 4,513
2022-03-31 $2,170,030 4,513
2021-12-31 $2,902,851 4,513
2021-09-30 $2,434,808 4,513
2021-06-30 $2,212,137 4,513
2021-03-31 $1,477,079 3,856
2020-12-31 $1,464,701 3,856
2020-09-30 $1,257,865 3,856
2020-06-30 $1,142,108 3,856
2020-03-31 $1,220,380 5,306