Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,451,682
+$1,451,682 QoQ
Shares Held
5,562
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#749
of 1,739 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,408,788
PutShares
5,571
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $19,010,522 across 11 Software - Application names. INTU ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYC |
Paycom Software, Inc.
|
40,951 | $5,146,721 | |
| 2 | ADP |
Automatic Data Processing Inc
|
21,630 | $4,844,038 | |
| 3 | SHOP |
Shopify Inc.
|
31,030 | $3,543,005 | |
| 4 | INTU |
Intuit Inc.
This page
|
5,562 | $1,451,682 | |
| 5 | YOU |
Clear Secure, Inc.
|
25,729 | $1,433,877 | |
| 6 | ADBE |
Adobe Inc.
|
6,805 | $1,395,161 | |
| 7 | ADSK |
Autodesk, Inc.
|
3,000 | $583,260 | |
| 8 | PTC |
Ptc Inc.
|
4,387 | $498,407 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,451,682 | 5,562 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,408,788 | 5,571 | Put | Other | 2026-05-08 | |
| 2025-12-31 | $3,703,589 | 5,591 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $3,642,641 | 5,334 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,087,011 | 5,189 | Shares | Other | 2025-08-01 | |
| 2025-03-31 | $3,671,045 | 5,979 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,924,982 | 6,245 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,291,731 | 6,911 | Shares | Other | 2024-12-06 | |
| 2024-06-30 | $4,576,809 | 6,964 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,661,150 | 7,171 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,648,347 | 7,437 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,963,872 | 7,758 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,554,637 | 7,758 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,790,442 | 10,745 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,198,904 | 10,788 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,304,674 | 11,114 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,307,291 | 11,175 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,065,315 | 12,614 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,181,757 | 12,720 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,918,135 | 12,823 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,392,306 | 13,041 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $5,002,379 | 13,059 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,813,079 | 12,671 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,369,089 | 16,459 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,964,736 | 16,762 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,760,960 | 16,352 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||