Position in INTU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,622
-$12,724 QoQ
Shares Held
102
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,539
of 1,740 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,770,611 across 8 Software - Application names. INTU ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
35,238 | $2,542,774 | |
| 2 | CRM |
Salesforce, Inc.
|
309 | $48,407 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
102 | $38,282 | |
| 4 | NOW |
ServiceNow, Inc.
|
375 | $37,230 | |
| 5 | ADP |
Automatic Data Processing Inc
|
150 | $33,592 | |
| 6 | ADBE |
Adobe Inc.
|
143 | $29,317 | |
| 7 | INTU |
Intuit Inc.
This page
|
102 | $26,622 | |
| 8 | ADSK |
Autodesk, Inc.
|
74 | $14,387 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,622 | 102 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $39,346 | 91 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $2,994,800 | 4,521 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $3,537,473 | 5,180 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $56,709 | 72 | Shares | Other | 2025-07-31 | |
| 2024-09-30 | $621,000 | 1,000 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $243,824 | 371 | Shares | Other | 2024-07-25 | |
| 2023-09-30 | $22,481 | 44 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $20,160 | 44 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $19,616 | 44 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,125 | 44 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,721,250 | 4,444 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $16,573 | 43 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $20,195 | 42 | Shares | Sole | 2022-05-10 | |
| 2021-03-31 | $165,481 | 432 | Shares | Other | 2021-05-10 | |
| 2020-09-30 | $2,283 | 7 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $2,665 | 9 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $281,980 | 1,226 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||