S&CO INC

Position in INTU — Intuit Inc.

CIK 1082461 BOSTON, MA

Position in INTU

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,006,198

-$3,280,607 QoQ

Shares Held

11,518

-20.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#576

of 1,740 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

S&CO INC holds $48,239,171 across 2 Software - Application names. INTU ranks #2 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ADP	Automatic Data Processing Inc	201,978	$45,232,973
2	INTU	Intuit Inc. This page	11,518	$3,006,198

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,006,198	11,518	-20.8%	Shares	Sole	2026-08-06
2026-03-31	$6,286,805	14,540	+109.6%	Shares	Sole	2026-05-07
2025-12-31	$4,595,869	6,938	+20.7%	Shares	Sole	2026-02-05
2025-09-30	$3,926,732	5,750	0.0%	Shares	Sole	2025-11-06
2025-06-30	$4,528,872	5,750	0.0%	Shares	Sole	2025-08-07
2025-03-31	$3,530,442	5,750	+0.0%	Shares	Sole	2025-05-08
2024-12-31	$3,613,246	5,749	0.0%	Shares	Sole	2025-02-07
2024-09-30	$3,570,129	5,749	0.0%	Shares	Sole	2024-11-07
2024-06-30	$3,778,300	5,749	+108.5%	Shares	Sole	2024-08-08
2024-03-31	$1,792,050	2,757	+0.2%	Shares	Sole	2024-05-09
2023-12-31	$1,719,457	2,751	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,405,595	2,751	0.0%	Shares	Sole	2023-11-09
2023-06-30	$1,260,480	2,751	+57.6%	Shares	Sole	2023-08-08
2023-03-31	$778,419	1,746	+43.6%	Shares	Sole	2023-05-09
2022-12-31	$473,291	1,216	+1.7%	Shares	Sole	2023-02-07
2022-09-30	$463,234	1,196	—	Shares	Sole	2022-11-09
No filing history on record for this holder in this stock.