Orion Porfolio Solutions, LLC

Position in INTU — Intuit Inc.

CIK 1360533 OMAHA, NE

Position in INTU

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$9,487,713

-$10,693,574 QoQ

Shares Held

21,943

-28.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 66.13344271260596.ToString("F0")% Shared 0.ToString("F0")% None 33.86655728739404.ToString("F0")%

Technology · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $105,820,496 across 41 Software - Application names. INTU ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	75,001	$14,000,436
2	NOW	ServiceNow, Inc.	93,337	$9,758,383
3	INTU	Intuit Inc. This page	21,943	$9,487,713
4	UBER	Uber Technologies, Inc	93,533	$6,727,828
5	PAYX	Paychex Inc	67,879	$6,253,013
6	ADBE	Adobe Inc.	23,021	$5,595,943
7	SHOP	Shopify Inc.	43,809	$5,196,622
8	PCOR	Procore Technologies, Inc.	72,925	$4,156,725

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,487,713	21,943	-28.0%	Shares	Sole	2026-05-13
2025-12-31	$20,181,287	30,466	-9.6%	Shares	Sole	2026-02-12
2025-09-30	$23,005,872	33,688	-3.1%	Shares	Sole	2025-11-12
2025-06-30	$27,374,868	34,756	+3.7%	Shares	Sole	2025-08-27
2025-03-31	$20,582,786	33,523	-5.6%	Shares	Sole	2025-08-01
2024-12-31	$22,327,462	35,525	+9.2%	Shares	Sole	2025-08-01
2024-09-30	$20,201,751	32,531	-5.2%	Shares	Sole	2025-07-31
2024-06-30	$22,559,390	34,326	-13.4%	Shares	Sole	2025-07-31
2024-03-31	$25,762,100	39,634	-6.0%	Shares	Sole	2025-07-31
2023-12-31	$26,351,264	42,160	-7.0%	Shares	Sole	2025-07-31
2023-09-30	$23,164,997	45,338	-6.8%	Shares	Sole	2025-07-31
2023-06-30	$22,282,696	48,632	-5.2%	Shares	Sole	2025-07-31
2023-03-31	$22,864,391	51,285	-1.8%	Shares	Sole	2025-07-31
2022-12-31	$20,321,954	52,212	+0.3%	Shares	Sole	2023-02-06
2022-09-30	$20,158,844	52,047	+1.0%	Shares	Sole	2022-11-01
2022-06-30	$19,869,046	51,549	+1.2%	Shares	Sole	2022-07-18
2022-03-31	$24,499,759	50,952	+23.8%	Shares	Sole	2022-05-16
2021-12-31	$26,480,724	41,169	-23.6%	Shares	Sole	2022-02-08
2021-09-30	$29,060,166	53,864	0.0%	Shares	Sole	2021-11-08
2021-06-30	$26,402,516	53,864	+23.6%	Shares	Sole	2021-08-03
2021-03-31	$16,689,541	43,569	+105.2%	Shares	Sole	2021-05-12
2020-12-31	$8,065,734	21,234	-38.3%	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.