Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,697,217
-$4,790,496 QoQ
Shares Held
17,997
-18.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#485
of 1,740 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $99,490,223 across 44 Software - Application names. INTU ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
68,031 | $10,657,736 | |
| 2 | NOW |
ServiceNow, Inc.
|
84,025 | $8,342,002 | |
| 3 | PAYX |
Paychex Inc
|
65,946 | $6,484,470 | |
| 4 | UBER |
Uber Technologies, Inc
|
86,931 | $6,272,940 | |
| 5 | INTU |
Intuit Inc.
This page
|
17,997 | $4,697,217 | |
| 6 | ADP |
Automatic Data Processing Inc
|
20,356 | $4,558,726 | |
| 7 | ADBE |
Adobe Inc.
|
21,660 | $4,440,733 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
11,814 | $4,434,030 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,697,217 | 17,997 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,487,713 | 21,943 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,181,287 | 30,466 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,005,872 | 33,688 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,374,868 | 34,756 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $20,582,786 | 33,523 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $22,327,462 | 35,525 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $20,201,751 | 32,531 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $22,559,390 | 34,326 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $25,762,100 | 39,634 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $26,351,264 | 42,160 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $23,164,997 | 45,338 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $22,282,696 | 48,632 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $22,864,391 | 51,285 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $20,321,954 | 52,212 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $20,158,844 | 52,047 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $19,869,046 | 51,549 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $24,499,759 | 50,952 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,480,724 | 41,169 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $29,060,166 | 53,864 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $26,402,516 | 53,864 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $16,689,541 | 43,569 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $8,065,734 | 21,234 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,220,971 | 34,398 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||