Position in INTU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,373,382
-$1,121,450 QoQ
Shares Held
5,262
-8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#759
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $2,564,635 across 19 Software - Application names. INTU ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
5,262 | $1,373,382 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,127 | $369,964 | |
| 3 | CRM |
Salesforce, Inc.
|
1,918 | $300,473 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,015 | $227,309 | |
| 5 | NICE |
NICE Ltd.
|
1,295 | $117,650 | |
| 6 | DOCU |
Docusign, Inc.
|
1,615 | $71,738 | |
| 7 | ROP |
Roper Technologies Inc
|
106 | $35,869 | |
| 8 | NOW |
ServiceNow, Inc.
|
153 | $15,189 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,382 | 5,262 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,494,832 | 5,770 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,970,545 | 5,994 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,107,020 | 6,014 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,750,196 | 6,031 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,060,929 | 6,614 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,376,874 | 6,964 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,582,980 | 7,380 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,092,720 | 7,749 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,036,200 | 7,748 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,158,372 | 8,253 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,397,660 | 8,607 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,351,430 | 9,497 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,723,568 | 10,595 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,087,588 | 10,502 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,137,352 | 10,682 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,168,148 | 10,814 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,003,768 | 12,486 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,945,696 | 12,353 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,730,387 | 12,475 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,340,785 | 14,976 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,582,333 | 14,573 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,662,423 | 14,907 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,098,336 | 15,629 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,913,199 | 16,588 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,771,350 | 20,745 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||