Position in INTU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,928,024
-$1,533,729 QoQ
Shares Held
16,023
+25.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Douglass Winthrop Advisors, LLC holds $255,614,526 across 10 Software - Application names. INTU ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
2,249,740 | $161,823,798 | |
| 2 | ROP |
Roper Technologies Inc
|
205,930 | $72,870,389 | |
| 3 | INTU |
Intuit Inc.
This page
|
16,023 | $6,928,024 | |
| 4 | ADP |
Automatic Data Processing Inc
|
25,817 | $5,245,498 | |
| 5 | SAP |
Sap SE
|
14,010 | $2,398,652 | |
| 6 | SHOP |
Shopify Inc.
|
18,712 | $2,219,617 | |
| 7 | CRM |
Salesforce, Inc.
|
8,680 | $1,620,295 | |
| 8 | NOW |
ServiceNow, Inc.
|
12,605 | $1,317,852 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,928,024 | 16,023 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,461,753 | 12,774 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,599,202 | 12,592 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,992,661 | 12,687 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,037,129 | 13,090 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,911,501 | 14,179 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,525,088 | 13,728 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,100,386 | 13,847 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,221,150 | 9,571 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,991,537 | 9,586 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,249,668 | 4,403 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,017,410 | 4,403 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,096,738 | 4,703 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,830,501 | 4,703 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,821,565 | 4,703 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,811,182 | 4,699 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,295,530 | 4,774 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,739,681 | 5,814 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,136,711 | 5,814 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,893,963 | 5,904 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,280,739 | 5,954 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,511,948 | 6,613 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,157,226 | 6,613 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $893,012 | 3,015 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $580,520 | 2,524 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||