Position in INTU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$215,064
-$301,197 QoQ
Shares Held
824
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,363
of 1,740 holders
Holding Since
Jun 2020
25 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, 2026First National Trust Co holds $14,994,648 across 8 Software - Application names. INTU ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
28,829 | $6,456,253 | |
| 2 | UBER |
Uber Technologies, Inc
|
55,044 | $3,971,974 | |
| 3 | PAYX |
Paychex Inc
|
15,991 | $1,572,394 | |
| 4 | NOW |
ServiceNow, Inc.
|
10,293 | $1,021,889 | |
| 5 | CRM |
Salesforce, Inc.
|
6,205 | $972,075 | |
| 6 | DDOG |
Datadog, Inc.
|
2,215 | $576,697 | |
| 7 | INTU |
Intuit Inc.
This page
|
824 | $215,064 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
555 | $208,302 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,064 | 824 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $516,261 | 1,194 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $837,298 | 1,264 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $771,687 | 1,130 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $806,533 | 1,024 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $637,321 | 1,038 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $666,838 | 1,061 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $662,607 | 1,067 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $656,552 | 999 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $625,950 | 963 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $609,404 | 975 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $455,247 | 891 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $277,663 | 606 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $567,987 | 1,274 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $465,117 | 1,195 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $475,628 | 1,228 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $485,268 | 1,259 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $632,785 | 1,316 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $893,432 | 1,389 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $711,613 | 1,319 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $634,770 | 1,295 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $473,845 | 1,237 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $359,717 | 947 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $279,561 | 857 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $262,720 | 887 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||