Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,935,989
-$128,287 QoQ
Shares Held
11,249
+58.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#584
of 1,740 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $29,526,775 across 8 Software - Application names. INTU ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
254,636 | $18,374,533 | |
| 2 | ADBE |
Adobe Inc.
|
16,958 | $3,476,728 | |
| 3 | NOW |
ServiceNow, Inc.
|
33,974 | $3,372,938 | |
| 4 | INTU |
Intuit Inc.
This page
|
11,249 | $2,935,989 | |
| 5 | CRM |
Salesforce, Inc.
|
2,965 | $464,496 | |
| 6 | MSTR |
Strategy Inc
|
3,992 | $347,024 | |
| 7 | SHOP |
Shopify Inc.
|
3,000 | $342,540 | |
| 8 | ADP |
Automatic Data Processing Inc
|
949 | $212,527 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,935,989 | 11,249 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,064,276 | 7,087 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,982,060 | 7,521 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,464,645 | 8,002 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $7,017,782 | 8,910 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,333,730 | 8,687 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,269,972 | 8,385 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,828,896 | 7,776 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,957,990 | 7,544 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,505,150 | 6,931 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,070,819 | 6,513 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,696,650 | 7,235 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,166,550 | 6,911 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,118,134 | 6,994 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,480,109 | 6,372 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,572,966 | 6,643 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,523,090 | 6,546 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,232,687 | 6,723 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,185,225 | 4,952 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,345,789 | 4,348 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,655,304 | 3,377 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,131,942 | 2,955 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $918,097 | 2,417 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $301,744 | 925 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||