Position in INTU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$587,772
-$94,956 QoQ
Shares Held
2,252
+42.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#987
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026Chesley Taft & Associates LLC holds $42,470,351 across 9 Software - Application names. INTU ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
271,677 | $19,604,212 | |
| 2 | CRM |
Salesforce, Inc.
|
85,183 | $13,344,768 | |
| 3 | ADP |
Automatic Data Processing Inc
|
17,196 | $3,851,043 | |
| 4 | ADBE |
Adobe Inc.
|
12,693 | $2,602,318 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,311 | $1,242,684 | |
| 6 | INTU |
Intuit Inc.
This page
|
2,252 | $587,772 | |
| 7 | PAYX |
Paychex Inc
|
5,449 | $535,800 | |
| 8 | SNOW |
Snowflake Inc.
|
1,820 | $463,190 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,772 | 2,252 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $682,728 | 1,579 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $1,571,922 | 2,373 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,618,496 | 2,370 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,861,957 | 2,364 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,449,016 | 2,360 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,536,682 | 2,445 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,061,720 | 3,320 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,616,900 | 7,025 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,745,000 | 7,300 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,612,721 | 7,380 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,793,729 | 7,425 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,711,339 | 8,100 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,595,618 | 8,065 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,030,077 | 7,785 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,881,660 | 7,440 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,512,852 | 3,925 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,887,297 | 3,925 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,653,282 | 4,125 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $2,225,478 | 4,125 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $2,034,205 | 4,150 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,589,699 | 4,150 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,576,377 | 4,150 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,353,771 | 4,150 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,247,848 | 4,213 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $966,000 | 4,200 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||