Position in INTU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,066,598
-$1,478,485 QoQ
Shares Held
7,918
-3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#668
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $32,489,021 across 8 Software - Application names. INTU ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
39,379 | $14,779,726 | |
| 2 | NOW |
ServiceNow, Inc.
|
66,962 | $6,647,987 | |
| 3 | ADSK |
Autodesk, Inc.
|
26,947 | $5,239,035 | |
| 4 | INTU |
Intuit Inc.
This page
|
7,918 | $2,066,598 | |
| 5 | ADP |
Automatic Data Processing Inc
|
7,768 | $1,739,643 | |
| 6 | ROP |
Roper Technologies Inc
|
3,865 | $1,307,877 | |
| 7 | ADBE |
Adobe Inc.
|
2,029 | $415,985 | |
| 8 | CRM |
Salesforce, Inc.
|
1,865 | $292,170 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,066,598 | 7,918 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,545,083 | 8,199 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,615,889 | 23,574 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $16,207,503 | 23,733 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,390,870 | 22,080 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $14,671,905 | 23,896 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,259,980 | 24,280 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,119,487 | 24,347 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $17,490,986 | 26,614 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $16,267,550 | 25,027 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $17,068,944 | 27,309 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $15,191,779 | 29,733 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $14,277,658 | 31,161 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,159,560 | 31,760 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $12,401,327 | 31,862 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $12,509,661 | 32,298 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,832,839 | 33,294 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $16,211,039 | 33,714 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $22,246,406 | 34,586 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $18,969,171 | 35,160 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $17,509,362 | 35,721 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $14,330,657 | 37,411 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $14,123,202 | 37,181 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $13,799,987 | 42,304 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $12,782,968 | 43,158 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,075,380 | 43,806 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||