Position in INTU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$513,387
-$883,632 QoQ
Shares Held
1,967
-39.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,026
of 1,740 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Valmark Advisers, Inc. holds $8,537,903 across 9 Software - Application names. INTU ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,953 | $2,676,874 | |
| 2 | SHOP |
Shopify Inc.
|
10,547 | $1,204,256 | |
| 3 | BSY |
Bentley Systems Inc
|
34,838 | $1,041,307 | |
| 4 | PAYX |
Paychex Inc
|
9,658 | $949,671 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,983 | $891,832 | |
| 6 | CRM |
Salesforce, Inc.
|
3,548 | $555,829 | |
| 7 | INTU |
Intuit Inc.
This page
|
1,967 | $513,387 | |
| 8 | ADBE |
Adobe Inc.
|
2,182 | $447,353 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,387 | 1,967 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,397,019 | 3,231 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,146,903 | 3,241 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,213,994 | 3,242 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,621,232 | 3,328 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,045,200 | 3,331 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,092,276 | 3,329 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,136,430 | 1,830 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,201,379 | 1,828 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,175,200 | 1,808 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,101,927 | 1,763 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $753,125 | 1,474 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $690,492 | 1,507 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $670,082 | 1,503 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $590,057 | 1,516 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $590,663 | 1,525 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $585,483 | 1,519 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $728,472 | 1,515 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $977,694 | 1,520 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $815,199 | 1,511 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $759,273 | 1,549 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $557,735 | 1,456 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $526,092 | 1,385 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||