Position in INTU
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$303,098,219
+$268,825,016 QoQ
Shares Held
457,562
+811.7% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $1,994,057,643 across 96 Software - Application names. INTU ranks #1 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
457,562 | $303,098,219 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,150,563 | $295,959,320 | |
| 3 | CRM |
Salesforce, Inc.
|
1,100,057 | $291,416,099 | |
| 4 | ROP |
Roper Technologies Inc
|
560,607 | $249,542,993 | |
| 5 | ADBE |
Adobe Inc.
|
566,316 | $198,204,936 | |
| 6 | SHOP |
Shopify Inc.
|
913,503 | $147,046,577 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
331,882 | $103,739,675 | |
| 8 | SNOW |
Snowflake Inc.
|
435,095 | $95,442,439 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $303,098,219 | 457,562 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $34,273,203 | 50,187 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $24,945,817 | 31,672 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $19,930,728 | 32,461 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $101,450,584 | 161,417 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $102,489,840 | 165,040 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $109,179,667 | 166,126 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $106,059,850 | 163,169 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $103,433,714 | 165,486 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $63,256,926 | 123,805 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $43,835,953 | 95,672 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $41,386,843 | 92,831 | Shares | Defined | 2023-11-21 | |
| 2022-12-31 | $5,641,130 | 93,837 | Shares | Defined | 2023-06-01 | |
| 2022-09-30 | $72,429,613 | 187,002 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $73,664,907 | 191,119 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $11,364,653 | 23,635 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,108,158 | 25,043 | Shares | Defined | 2022-04-04 | |
| 2021-09-30 | $13,110,632 | 24,301 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,671,874 | 25,852 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $43,163,966 | 112,682 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $40,278,153 | 106,037 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $60,354,068 | 185,016 | Shares | Defined | 2020-11-03 | |
| 2020-03-31 | $42,751,250 | 185,875 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||