HEADINVEST, LLC

Position in INTU — Intuit Inc.

CIK 1372130 Portland, ME

Position in INTU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,252,843

-$2,887,385 QoQ

Shares Held

12,463

-12.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#556

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HEADINVEST, LLC holds $7,060,697 across 5 Software - Application names. INTU ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	12,463	$3,252,843
2	UBER	Uber Technologies, Inc	26,377	$1,903,364
3	CDNS	Cadence Design Systems Inc	2,858	$1,072,664
4	ADBE	Adobe Inc.	2,575	$527,926
5	ADP	Automatic Data Processing Inc	1,357	$303,900

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,252,843	12,463	-12.2%	Shares	Sole	2026-08-14
2026-03-31	$6,140,228	14,201	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$9,571,969	14,450	+5.6%	Shares	Sole	2026-02-02
2025-09-30	$9,344,940	13,684	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$10,937,030	13,886	-12.4%	Shares	Sole	2025-08-14
2025-03-31	$9,728,671	15,845	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$9,743,007	15,502	-3.3%	Shares	Sole	2025-02-18
2024-09-30	$9,955,872	16,032	-2.8%	Shares	Sole	2024-11-15
2024-06-30	$10,837,392	16,490	-1.3%	Shares	Sole	2024-08-14
2024-03-31	$10,859,550	16,707	-7.3%	Shares	Sole	2024-08-14
2023-12-31	$11,262,415	18,019	-1.6%	Shares	Sole	2024-02-12
2023-09-30	$9,354,800	18,309	-0.8%	Shares	Sole	2023-12-11
2023-06-30	$8,457,729	18,459	-1.8%	Shares	Sole	2023-08-23
2023-03-31	$8,382,495	18,802	-0.7%	Shares	Sole	2023-05-17
2022-12-31	$7,371,437	18,939	-4.5%	Shares	Sole	2023-02-13
2022-09-30	$7,681,330	19,832	-1.1%	Shares	Sole	2022-12-28
2022-06-30	$7,725,759	20,044	-0.7%	Shares	Sole	2022-08-12
2022-03-31	$9,706,717	20,187	-1.1%	Shares	Sole	2022-05-13
2021-12-31	$13,127,476	20,409	-1.9%	Shares	Sole	2022-02-11
2021-09-30	$11,226,663	20,809	-0.5%	Shares	Sole	2021-11-16
2021-06-30	$10,254,356	20,920	-2.0%	Shares	Sole	2021-08-30
2021-03-31	$8,179,480	21,353	-3.1%	Shares	Sole	2021-05-13
2020-12-31	$8,367,335	22,028	+0.7%	Shares	Sole	2021-02-16
2020-09-30	$7,136,822	21,878	-0.8%	Shares	Sole	2020-11-24
2020-06-30	$6,534,839	22,063	-0.9%	Shares	Sole	2020-08-12
2020-03-31	$5,119,110	22,257	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.