Position in INTU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$178,002
-$92,235 QoQ
Shares Held
682
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,408
of 1,740 holders
Holding Since
Mar 2020
24 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, 2026PROFFITT & GOODSON INC holds $1,385,573 across 7 Software - Application names. INTU ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
6,376 | $633,009 | |
| 2 | CRM |
Salesforce, Inc.
|
3,239 | $507,421 | |
| 3 | INTU |
Intuit Inc.
This page
|
682 | $178,002 | |
| 4 | DAVE |
Dave Inc./DE
|
75 | $27,944 | |
| 5 | UBER |
Uber Technologies, Inc
|
350 | $25,256 | |
| 6 | ZM |
Zoom Communications, Inc.
|
120 | $10,357 | |
| 7 | FICO |
Fair Isaac Corp
|
3 | $3,584 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,002 | 682 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $270,237 | 625 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $412,025 | 622 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $405,648 | 594 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $456,825 | 580 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $357,342 | 582 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $358,873 | 571 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $352,107 | 567 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $986,472 | 1,501 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $962,650 | 1,481 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $912,543 | 1,460 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $748,527 | 1,465 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $672,622 | 1,468 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $646,007 | 1,449 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $600,955 | 1,544 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $631,718 | 1,631 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $620,943 | 1,611 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $7,553 | 14 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,862 | 14 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,362 | 14 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,317 | 14 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,566 | 14 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,146 | 14 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,220 | 14 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||