Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,510,407
-$2,038,135 QoQ
Shares Held
5,787
-29.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#737
of 1,734 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $33,380,103 across 28 Software - Application names. INTU ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
40,061 | $6,275,955 | |
| 2 | NOW |
ServiceNow, Inc.
|
29,063 | $2,885,374 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
7,601 | $2,852,807 | |
| 4 | ADP |
Automatic Data Processing Inc
|
11,260 | $2,521,676 | |
| 5 | DDOG |
Datadog, Inc.
|
8,288 | $2,157,863 | |
| 6 | UBER |
Uber Technologies, Inc
|
29,094 | $2,099,423 | |
| 7 | PAYX |
Paychex Inc
|
15,592 | $1,533,160 | |
| 8 | INTU |
Intuit Inc.
This page
|
5,787 | $1,510,407 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,407 | 5,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,548,542 | 8,207 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,683,562 | 8,580 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,871,660 | 8,598 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,512,912 | 8,269 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,614,748 | 7,516 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,061,310 | 8,053 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,709,664 | 7,584 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $4,263,321 | 6,487 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,833,700 | 5,898 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,518,293 | 5,629 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,080,036 | 4,071 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,900,572 | 4,148 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,861,340 | 4,175 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,601,640 | 4,115 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,456,577 | 3,779 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,296,344 | 2,696 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,062,806 | 3,207 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $606,409 | 1,124 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $694,570 | 1,417 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $502,957 | 1,313 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $472,533 | 1,244 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $290,000 | 889 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $252,946 | 854 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||