Position in INTU
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$326,446
-$1,384,584 QoQ
Shares Held
755
-70.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 34.56953642384106.ToString("F0")%
Shared 0.ToString("F0")%
None 65.43046357615894.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Keel Point, LLC holds $10,031,008 across 11 Software - Application names. INTU ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
8,847 | $3,130,599 | |
| 2 | ADP |
Automatic Data Processing Inc
|
13,405 | $2,723,627 | |
| 3 | UBER |
Uber Technologies, Inc
|
14,452 | $1,039,532 | |
| 4 | CRM |
Salesforce, Inc.
|
5,065 | $945,483 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,730 | $414,162 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,634 | $379,934 | |
| 7 | SHOP |
Shopify Inc.
|
2,957 | $350,759 | |
| 8 | INTU |
Intuit Inc.
This page
|
755 | $326,446 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326,446 | 755 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,711,030 | 2,583 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,854,100 | 2,715 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $3,965,717 | 5,035 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,392,529 | 2,268 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,210,491 | 1,926 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $957,582 | 1,542 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $881,975 | 1,342 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $890,500 | 1,370 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $831,914 | 1,331 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $613,128 | 1,200 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $541,122 | 1,181 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $487,738 | 1,094 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $389,609 | 1,001 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $287,004 | 741 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $287,538 | 746 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $421,696 | 877 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $607,199 | 944 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $510,376 | 946 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $458,308 | 935 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $347,818 | 908 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $297,042 | 782 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $248,572 | 762 | Shares | Sole | 2020-11-18 | |
| No filing history on record for this holder in this stock. | ||||||