Position in INTU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$245,862
-$260,454 QoQ
Shares Held
942
-19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,305
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SPINNAKER TRUST holds $15,812,579 across 7 Software - Application names. INTU ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
89,489 | $6,457,525 | |
| 2 | ADP |
Automatic Data Processing Inc
|
19,463 | $4,358,738 | |
| 3 | CRM |
Salesforce, Inc.
|
24,406 | $3,823,443 | |
| 4 | PAYX |
Paychex Inc
|
4,159 | $408,954 | |
| 5 | ROP |
Roper Technologies Inc
|
906 | $306,581 | |
| 6 | INTU |
Intuit Inc.
This page
|
942 | $245,862 | |
| 7 | FICO |
Fair Isaac Corp
|
177 | $211,476 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,862 | 942 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $506,316 | 1,171 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $841,935 | 1,271 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $822,223 | 1,204 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $948,306 | 1,204 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $739,243 | 1,204 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $761,113 | 1,211 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $753,894 | 1,214 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $835,313 | 1,271 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $826,150 | 1,271 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $830,664 | 1,329 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $679,039 | 1,329 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $608,934 | 1,329 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $547,925 | 1,229 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $550,357 | 1,414 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $557,353 | 1,439 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $554,648 | 1,439 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $691,928 | 1,439 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $932,025 | 1,449 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $781,749 | 1,449 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $712,707 | 1,454 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $558,118 | 1,457 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $581,930 | 1,532 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $496,491 | 1,522 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $490,786 | 1,657 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $453,100 | 1,970 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||