Position in INTU
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,174,344
+$959,058 QoQ
Shares Held
2,716
+735.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,297,140
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026CREDIT INDUSTRIEL ET COMMERCIAL holds $24,871,168 across 10 Software - Application names. INTU ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGS |
Csg Systems International Inc
|
148,867 | $11,900,427 | |
| 2 | CWAN |
Clearwater Analytics Holdings, Inc.
|
311,432 | $7,365,366 | |
| 3 | ONTF |
ON24 INC.
|
246,639 | $1,997,775 | |
| 4 | BILL |
BILL Holdings, Inc.
|
40,000 | $1,532,000 | |
| 5 | INTU |
Intuit Inc.
This page
|
2,716 | $1,174,344 | |
| 6 | PERF |
Perfect Corp.
|
200,000 | $338,000 | |
| 7 | GRND |
Grindr Inc.
|
20,000 | $241,800 | |
| 8 | UBER |
Uber Technologies, Inc
|
2,275 | $163,640 |
All Filings in INTU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,297,140 | 3,000 | Put | Defined | 2026-04-29 | |
| 2026-03-31 | $1,174,344 | 2,716 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,987,260 | 3,000 | Put | Defined | 2026-02-03 | |
| 2025-12-31 | $215,286 | 325 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $5,463,280 | 8,000 | Put | Defined | 2025-11-07 | |
| 2025-09-30 | $529,255 | 775 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $6,301,040 | 8,000 | Put | Defined | 2025-08-07 | |
| 2025-06-30 | $427,683 | 543 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $4,911,920 | 8,000 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $1,612,951 | 2,627 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $232,545 | 370 | Shares | Defined | 2025-02-24 | |
| 2024-12-31 | $5,656,500 | 9,000 | Put | Defined | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||