Position in INTU
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$37,451,890
+$11,306,173 QoQ
Shares Held
86,618
+119.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Janney Montgomery Scott LLC holds $367,537,597 across 50 Software - Application names. INTU ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
282,028 | $57,302,449 | |
| 2 | CRM |
Salesforce, Inc.
|
251,970 | $47,035,239 | |
| 3 | INTU |
Intuit Inc.
This page
|
86,618 | $37,451,890 | |
| 4 | NOW |
ServiceNow, Inc.
|
317,470 | $33,191,488 | |
| 5 | YOU |
Clear Secure, Inc.
|
595,983 | $28,851,537 | |
| 6 | SHOP |
Shopify Inc.
|
229,628 | $27,238,473 | |
| 7 | PAYX |
Paychex Inc
|
229,578 | $21,148,725 | |
| 8 | ADSK |
Autodesk, Inc.
|
71,913 | $17,215,972 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,451,890 | 86,618 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,145,717 | 39,470 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,992,213 | 33,668 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,343,570 | 32,177 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $20,444,639 | 33,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $24,679,938 | 39,268 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $19,502,505 | 31,405 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $20,480,635 | 31,163 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $19,756,750 | 30,395 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $18,405,257 | 29,447 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,671,130 | 28,714 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,296,673 | 29,020 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,230,457 | 25,190 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,595,829 | 24,654 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,434,666 | 21,777 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,692,442 | 22,552 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $25,680,558 | 39,925 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $13,569,755 | 25,152 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $12,800,299 | 26,114 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $9,067,796 | 23,672 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $16,260,238 | 42,807 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $12,857,567 | 39,415 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $13,383,641 | 45,186 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $9,918,980 | 43,126 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||