Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,185,100
-$4,112,627 QoQ
Shares Held
11,992
-14.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Position in Software - Application
Technology · as of Mar 31, 2026Advisors Asset Management, Inc. holds $125,899,261 across 66 Software - Application names. INTU ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
339,637 | $40,287,740 | |
| 2 | UBER |
Uber Technologies, Inc
|
227,271 | $16,347,603 | |
| 3 | NOW |
ServiceNow, Inc.
|
94,056 | $9,833,554 | |
| 4 | PAYX |
Paychex Inc
|
89,298 | $8,226,131 | |
| 5 | CRM |
Salesforce, Inc.
|
38,740 | $7,231,595 | |
| 6 | ADP |
Automatic Data Processing Inc
|
33,536 | $6,813,844 | |
| 7 | INTU |
Intuit Inc.
This page
|
11,992 | $5,185,100 | |
| 8 | UPBD |
Upbound Group, Inc.
|
263,823 | $4,762,005 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,185,100 | 11,992 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,297,727 | 14,036 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,788,612 | 15,798 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,655,141 | 17,337 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,506,786 | 18,741 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,685,700 | 18,593 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,441,114 | 20,034 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,740,673 | 19,386 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,950,900 | 18,386 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,816,144 | 17,305 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,733,678 | 13,179 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,579,150 | 9,994 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,136,859 | 7,036 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,887,327 | 4,849 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,936,600 | 5,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,123,220 | 8,103 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,006,358 | 8,332 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $7,303,119 | 11,354 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,437,721 | 10,079 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,903,223 | 7,963 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,528,748 | 9,212 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,082,102 | 8,114 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,812,908 | 8,623 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,581,295 | 8,715 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,309,890 | 10,043 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||