Position in INTU
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$104,753,567
-$58,182,542 QoQ
Shares Held
242,272
-1.5% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17.039113063003565.ToString("F0")%
Shared 0.ToString("F0")%
None 82.96088693699643.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026LPL Financial LLC holds $1,911,770,523 across 106 Software - Application names. INTU ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,329,703 | $248,215,659 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,043,851 | $213,684,622 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,790,297 | $200,706,063 | |
| 4 | SHOP |
Shopify Inc.
|
1,465,785 | $173,871,416 | |
| 5 | PAYX |
Paychex Inc
|
1,451,615 | $133,722,773 | |
| 6 | ADP |
Automatic Data Processing Inc
|
655,251 | $133,133,898 | |
| 7 | ADBE |
Adobe Inc.
|
431,085 | $104,788,141 | |
| 8 | INTU |
Intuit Inc.
This page
|
242,272 | $104,753,567 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,753,567 | 242,272 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $162,936,109 | 245,971 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $165,818,742 | 242,812 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $176,196,769 | 223,705 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $116,896,942 | 190,389 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $128,066,931 | 203,766 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $121,203,675 | 195,175 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $120,432,418 | 183,248 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $113,738,300 | 174,982 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $103,580,596 | 165,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $80,619,689 | 157,787 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $64,795,397 | 141,416 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $53,679,269 | 120,403 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $42,494,650 | 109,179 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $48,416,549 | 125,004 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,722,241 | 97,868 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $38,380,648 | 79,820 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $55,396,679 | 86,124 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $42,361,246 | 78,518 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $32,099,272 | 65,486 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,663,405 | 53,943 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $18,466,027 | 48,614 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,684,675 | 38,885 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $9,106,953 | 30,747 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,281,990 | 27,313 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||