Position in INTU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,628,746
-$1,922,570 QoQ
Shares Held
48,386
+43.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#319
of 1,740 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 95%
Shared 3%
None 1%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $85,451,051 across 44 Software - Application names. INTU ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
293,545 | $21,182,206 | |
| 2 | INTU |
Intuit Inc.
This page
|
48,386 | $12,628,746 | |
| 3 | CRM |
Salesforce, Inc.
|
69,713 | $10,921,238 | |
| 4 | CHYM |
Chime Financial, Inc.
|
386,526 | $7,916,052 | |
| 5 | ADSK |
Autodesk, Inc.
|
23,752 | $4,617,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
12,562 | $2,813,259 | |
| 7 | SAP |
Sap SE
|
17,369 | $2,676,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
5,086 | $1,908,876 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,628,746 | 48,386 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $14,551,316 | 33,654 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,743,997 | 5,652 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $3,799,028 | 5,563 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $4,054,718 | 5,148 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,090,825 | 5,034 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,711,348 | 4,314 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,955,339 | 4,759 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,846,376 | 4,331 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,767,700 | 4,258 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,609,500 | 4,175 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,122,955 | 4,155 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,885,909 | 4,116 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,760,582 | 3,949 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,673,645 | 4,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,531,075 | 3,953 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $898,845 | 2,332 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,663,706 | 3,460 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,178,586 | 3,387 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,669,243 | 3,094 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,009,260 | 2,059 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $757,309 | 1,977 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $616,876 | 1,624 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||