Position in INTU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,774,232
-$7,302,805 QoQ
Shares Held
45,112
+2.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#333
of 1,740 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $173,203,357 across 30 Software - Application names. INTU ranks #8 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
283,272 | $20,440,907 | |
| 2 | CRM |
Salesforce, Inc.
|
122,204 | $19,144,478 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
45,213 | $16,969,343 | |
| 4 | NOW |
ServiceNow, Inc.
|
168,361 | $16,714,880 | |
| 5 | ADP |
Automatic Data Processing Inc
|
68,204 | $15,274,285 | |
| 6 | ADBE |
Adobe Inc.
|
65,907 | $13,512,253 | |
| 7 | DDOG |
Datadog, Inc.
|
50,767 | $13,217,696 | |
| 8 | INTU |
Intuit Inc.
This page
|
45,112 | $11,774,232 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,774,232 | 45,112 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||