Position in INTU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,471,581
-$6,990,950 QoQ
Shares Held
40,121
-0.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#345
of 1,740 holders
Holding Since
Jun 2020
25 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, 2026MCDANIEL TERRY & CO holds $53,548,587 across 2 Software - Application names. INTU ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
192,351 | $43,077,006 | |
| 2 | INTU |
Intuit Inc.
This page
|
40,121 | $10,471,581 |
All Filings in INTU
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,471,581 | 40,121 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $17,462,531 | 40,387 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $25,518,405 | 38,523 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,824,704 | 39,280 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $30,932,592 | 39,273 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $24,986,323 | 40,695 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,464,934 | 40,517 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $25,024,437 | 40,297 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $26,170,759 | 39,821 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $25,375,350 | 39,039 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $24,448,048 | 39,115 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $19,954,250 | 39,054 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $17,624,736 | 38,466 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $17,246,041 | 38,683 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $14,839,012 | 38,125 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $14,746,434 | 38,073 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $14,358,025 | 37,251 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $17,048,182 | 35,455 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $22,225,823 | 34,554 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $18,186,882 | 33,710 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $16,284,427 | 33,222 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $12,452,897 | 32,509 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,116,455 | 31,898 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,975,501 | 30,580 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,906,495 | 26,694 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||