Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,093,329
-$1,007,605 QoQ
Shares Held
4,189
-13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#829
of 1,739 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, 2026NICOLET BANKSHARES INC holds $17,749,777 across 18 Software - Application names. INTU ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
32,047 | $5,020,482 | |
| 2 | NOW |
ServiceNow, Inc.
|
30,582 | $3,036,180 | |
| 3 | INTU |
Intuit Inc.
This page
|
4,189 | $1,093,329 | |
| 4 | ADBE |
Adobe Inc.
|
4,843 | $992,911 | |
| 5 | WDAY |
Workday, Inc.
|
8,004 | $979,849 | |
| 6 | ROP |
Roper Technologies Inc
|
2,680 | $906,883 | |
| 7 | HUBS |
Hubspot Inc
|
4,654 | $849,401 | |
| 8 | SHOP |
Shopify Inc.
|
6,280 | $717,050 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,093,329 | 4,189 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,100,934 | 4,859 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,519,591 | 2,294 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,299,577 | 1,903 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,304,315 | 1,656 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,006,329 | 1,639 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,057,137 | 1,682 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,178,037 | 1,897 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,496,467 | 2,277 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,493,700 | 2,298 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,481,946 | 2,371 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,230,854 | 2,409 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,106,070 | 2,414 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,077,571 | 2,417 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $942,690 | 2,422 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $934,603 | 2,413 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $930,066 | 2,413 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,169,402 | 2,432 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,639,567 | 2,549 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,557,565 | 2,887 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,472,470 | 3,004 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,180,973 | 3,083 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,221,217 | 3,215 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,161,307 | 3,560 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,061,841 | 3,585 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $831,450 | 3,615 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||