Position in INTU
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$19,077,037
-$8,247,125 QoQ
Shares Held
44,121
+7.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.23%
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, 2026New York Life Investment Management LLC holds $182,671,543 across 33 Software - Application names. INTU ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
138,949 | $25,937,609 | |
| 2 | UBER |
Uber Technologies, Inc
|
285,632 | $20,545,509 | |
| 3 | INTU |
Intuit Inc.
This page
|
44,121 | $19,077,037 | |
| 4 | NOW |
ServiceNow, Inc.
|
165,859 | $17,340,558 | |
| 5 | ADBE |
Adobe Inc.
|
65,403 | $15,898,161 | |
| 6 | ADP |
Automatic Data Processing Inc
|
66,778 | $13,567,954 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
43,353 | $12,046,498 | |
| 8 | ADSK |
Autodesk, Inc.
|
33,756 | $8,081,186 |
All Filings in INTU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,077,037 | 44,121 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $27,324,162 | 41,249 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $27,856,581 | 40,791 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $32,946,562 | 41,830 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $25,411,818 | 41,388 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,162,569 | 41,627 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $25,810,002 | 41,562 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $27,743,462 | 42,214 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $27,591,850 | 42,449 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $27,468,817 | 43,948 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $22,247,859 | 43,543 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $20,127,370 | 43,928 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $19,760,077 | 44,322 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $19,812,076 | 50,902 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $19,759,129 | 51,015 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,780,780 | 51,320 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||