ASSETMARK, INC

Position in INTU — Intuit Inc.

CIK 1344551 CONCORD, CA

Position in INTU

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$37,676,728

-$4,573,744 QoQ

Shares Held

87,138

+36.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

ASSETMARK, INC holds $349,180,621 across 75 Software - Application names. INTU ranks #2 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	600,729	$43,210,436
2	INTU	Intuit Inc. This page	87,138	$37,676,728
3	NOW	ServiceNow, Inc.	306,385	$32,032,551
4	CDNS	Cadence Design Systems Inc	111,457	$30,970,556
5	SNOW	Snowflake Inc.	184,804	$27,872,139
6	CRM	Salesforce, Inc.	141,158	$26,349,963
7	SHOP	Shopify Inc.	219,104	$25,990,116
8	ADBE	Adobe Inc.	79,253	$19,264,819

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,676,728	87,138	+36.6%	Shares	Sole	2026-05-06
2025-12-31	$42,250,472	63,782	-6.7%	Shares	Sole	2026-01-23
2025-09-30	$46,674,849	68,347	+2.7%	Shares	Sole	2025-11-06
2025-06-30	$52,404,962	66,535	+8.1%	Shares	Sole	2025-08-04
2025-03-31	$37,800,294	61,565	-8.2%	Shares	Sole	2025-05-06
2024-12-31	$42,167,950	67,093	+8.0%	Shares	Sole	2025-02-06
2024-09-30	$38,560,995	62,095	+10.9%	Shares	Sole	2024-11-01
2024-06-30	$36,801,788	55,997	+16.8%	Shares	Sole	2024-08-13
2024-03-31	$31,174,650	47,961	+8.4%	Shares	Sole	2024-05-07
2023-12-31	$27,664,452	44,261	+13.4%	Shares	Sole	2024-02-09
2023-09-30	$19,943,521	39,033	+16.4%	Shares	Sole	2023-10-27
2023-06-30	$15,369,983	33,545	+12.5%	Shares	Defined	2023-08-11
2023-03-31	$13,297,325	29,826	+8.2%	Shares	Defined	2023-05-05
2022-12-31	$10,732,352	27,574	+11.8%	Shares	Defined	2023-02-10
2022-09-30	$9,552,473	24,663	+4.0%	Shares	Sole	2022-11-01
2022-06-30	$9,136,469	23,704	+28.1%	Shares	Sole	2022-08-03
2022-03-31	$8,899,867	18,509	+116.5%	Shares	Sole	2022-05-13
2021-12-31	$5,499,531	8,550	+840.6%	Shares	Sole	2022-02-14
2021-09-30	$490,414	909	+113.4%	Shares	Sole	2021-11-12
2021-06-30	$208,812	426	+4.7%	Shares	Sole	2021-08-16
2021-03-31	$155,905	407	-24.1%	Shares	Sole	2021-05-14
2020-12-31	$203,599	536	-1.8%	Shares	Sole	2021-02-10
2020-09-30	$178,110	546	-4.9%	Shares	Sole	2020-11-13
2020-06-30	$170,013	574	+6.9%	Shares	Sole	2020-08-11
2020-03-31	$123,510	537	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.