Position in INTU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,179,965
-$546,963 QoQ
Shares Held
2,729
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $25,114,131 across 20 Software - Application names. INTU ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
6,528 | $6,968,901 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,561 | $2,552,143 | |
| 3 | ADBE |
Adobe Inc.
|
10,257 | $2,493,271 | |
| 4 | DT |
Dynatrace, Inc.
|
56,043 | $2,072,470 | |
| 5 | CRM |
Salesforce, Inc.
|
9,628 | $1,797,258 | |
| 6 | NOW |
ServiceNow, Inc.
|
12,348 | $1,290,983 | |
| 7 | INTU |
Intuit Inc.
This page
|
2,729 | $1,179,965 | |
| 8 | SHOP |
Shopify Inc.
|
8,756 | $1,038,636 |
All Filings in INTU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,179,965 | 2,729 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,726,928 | 2,607 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,699,080 | 2,488 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,885,586 | 2,394 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,418,930 | 2,311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,451,206 | 2,309 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,461,213 | 2,353 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,614,107 | 2,456 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,478,750 | 2,275 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,248,809 | 1,998 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,026,478 | 2,009 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $960,824 | 2,097 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $908,155 | 2,037 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $697,093 | 1,791 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $682,845 | 1,763 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $847,968 | 2,200 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||