Position in INTU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,194,233
-$581,052 QoQ
Shares Held
2,762
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HBK Sorce Advisory LLC holds $9,063,102 across 14 Software - Application names. INTU ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,824 | $1,273,836 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,224 | $1,264,592 | |
| 3 | INTU |
Intuit Inc.
This page
|
2,762 | $1,194,233 | |
| 4 | PAYX |
Paychex Inc
|
11,058 | $1,018,662 | |
| 5 | UBER |
Uber Technologies, Inc
|
13,992 | $1,006,444 | |
| 6 | ADSK |
Autodesk, Inc.
|
2,537 | $607,357 | |
| 7 | SHOP |
Shopify Inc.
|
4,858 | $576,255 | |
| 8 | ADBE |
Adobe Inc.
|
2,249 | $546,686 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,194,233 | 2,762 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,775,285 | 2,680 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $924,660 | 1,354 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,082,203 | 1,374 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $874,321 | 1,424 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $891,841 | 1,419 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $863,811 | 1,391 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $887,890 | 1,351 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $915,200 | 1,408 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $919,419 | 1,471 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $794,511 | 1,555 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $714,776 | 1,560 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $685,240 | 1,537 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,135,743 | 2,918 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $693,302 | 1,790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $593,192 | 1,539 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $574,603 | 1,195 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $805,311 | 1,252 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $682,480 | 1,265 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $605,359 | 1,235 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $509,086 | 1,329 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $413,276 | 1,088 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $314,140 | 963 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $362,832 | 1,225 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $233,450 | 1,015 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||