Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$366,966
-$262,579 QoQ
Shares Held
1,406
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,143
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WHALEROCK POINT PARTNERS, LLC holds $6,021,401 across 3 Software - Application names. INTU ranks #3 (6.1% of the industry book) .
All Filings in INTU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,966 | 1,406 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $629,545 | 1,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $964,483 | 1,456 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $994,316 | 1,456 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,146,789 | 1,456 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $891,513 | 1,452 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $906,297 | 1,442 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $895,482 | 1,442 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $772,878 | 1,176 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $764,400 | 1,176 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $735,035 | 1,176 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $600,865 | 1,176 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $538,831 | 1,176 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $510,475 | 1,145 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $445,656 | 1,145 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $431,861 | 1,115 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $429,765 | 1,115 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $536,136 | 1,115 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $717,190 | 1,115 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $601,553 | 1,115 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $546,539 | 1,115 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $427,111 | 1,115 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $423,532 | 1,115 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $111,890 | 343 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $296,190 | 1,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $230,000 | 1,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||