Position in INTU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$521,017
-$409,683 QoQ
Shares Held
1,205
-14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Essex Financial Services, Inc. holds $11,979,661 across 17 Software - Application names. INTU ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
8,613 | $3,047,796 | |
| 2 | ADBE |
Adobe Inc.
|
8,017 | $1,948,772 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,444 | $1,309,291 | |
| 4 | UBER |
Uber Technologies, Inc
|
13,858 | $996,805 | |
| 5 | CRM |
Salesforce, Inc.
|
5,210 | $972,550 | |
| 6 | PAYX |
Paychex Inc
|
7,548 | $695,321 | |
| 7 | ZM |
Zoom Communications, Inc.
|
6,860 | $551,475 | |
| 8 | INTU |
Intuit Inc.
This page
|
1,205 | $521,017 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $521,017 | 1,205 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $930,700 | 1,405 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $956,756 | 1,401 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,116,071 | 1,417 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $846,692 | 1,379 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $858,531 | 1,366 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $841,455 | 1,355 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $874,089 | 1,330 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $664,950 | 1,023 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $588,153 | 941 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $447,072 | 875 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $348,224 | 760 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $309,851 | 695 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $272,454 | 700 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $279,645 | 722 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $307,195 | 797 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $334,664 | 696 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $437,389 | 680 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $366,866 | 680 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $317,630 | 648 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $248,222 | 648 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $246,142 | 648 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $211,384 | 648 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||