SHEETS SMITH WEALTH MANAGEMENT

Position in INTU — Intuit Inc.

CIK 1157436 WINSTON-SALEM, NC

Position in INTU

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,165,408

-$2,061,201 QoQ

Shares Held

12,128

+0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#553

of 1,707 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SHEETS SMITH WEALTH MANAGEMENT holds $12,487,221 across 5 Software - Application names. INTU ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	71,421	$5,153,739
2	INTU	Intuit Inc. This page	12,128	$3,165,408
3	NOW	ServiceNow, Inc.	21,391	$2,123,698
4	PAYX	Paychex Inc	13,700	$1,347,121
5	SSNC	SS&C Technologies Holdings Inc	11,237	$697,255

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,165,408	12,128	+0.3%	Shares	Sole	2026-07-13
2026-03-31	$5,226,609	12,088	-23.7%	Shares	Sole	2026-04-16
2025-12-31	$10,488,758	15,834	-0.2%	Shares	Sole	2026-01-20
2025-09-30	$10,830,269	15,859	-0.6%	Shares	Sole	2025-10-16
2025-06-30	$12,569,787	15,959	+0.1%	Shares	Sole	2025-07-15
2025-03-31	$9,787,000	15,940	-0.0%	Shares	Sole	2025-04-23
2024-12-31	$10,022,689	15,947	-0.2%	Shares	Sole	2025-01-17
2024-09-30	$9,918,612	15,972	-0.2%	Shares	Sole	2024-11-01
2024-06-30	$10,513,388	15,997	-24.6%	Shares	Sole	2024-07-30
2024-03-31	$13,792,350	21,219	+32.6%	Shares	Sole	2024-05-08
2023-12-31	$9,998,604	15,997	0.0%	Shares	Sole	2024-02-06
2023-09-30	$8,173,507	15,997	0.0%	Shares	Sole	2023-10-23
2023-06-30	$7,329,665	15,997	0.0%	Shares	Sole	2023-08-09
2023-03-31	$7,131,942	15,997	-23.8%	Shares	Sole	2023-05-26
2022-12-31	$8,172,452	20,997	+0.7%	Shares	Sole	2023-03-08
2022-09-30	$8,074,460	20,847	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$8,028,715	20,830	0.0%	Shares	Sole	2022-07-27
2022-03-31	$10,015,897	20,830	-0.5%	Shares	Sole	2022-05-02
2021-12-31	$13,462,594	20,930	-0.2%	Shares	Sole	2022-01-20
2021-09-30	$11,316,222	20,975	-1.0%	Shares	Sole	2021-10-15
2021-06-30	$10,384,251	21,185	-0.0%	Shares	Sole	2021-08-03
2021-03-31	$8,118,956	21,195	-0.2%	Shares	Sole	2021-04-23
2020-12-31	$8,069,913	21,245	0.0%	Shares	Sole	2021-01-13
2020-09-30	$6,930,331	21,245	-0.7%	Shares	Sole	2020-10-26
2020-06-30	$6,336,985	21,395	-0.0%	Shares	Sole	2020-07-17
2020-03-31	$4,922,000	21,400	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.