Position in INTU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$354,792,435
-$197,797,004 QoQ
Shares Held
820,557
-1.6% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,384,787,864 across 83 Software - Application names. INTU ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,843,395 | $420,315,402 | |
| 2 | INTU |
Intuit Inc.
This page
|
820,557 | $354,792,435 | |
| 3 | SHOP |
Shopify Inc.
|
2,251,187 | $267,035,801 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,468,956 | $258,129,349 | |
| 5 | PAYX |
Paychex Inc
|
2,774,473 | $255,584,452 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,205,830 | $245,000,539 | |
| 7 | CRM |
Salesforce, Inc.
|
1,186,685 | $221,518,488 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
613,175 | $170,382,937 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $354,792,435 | 820,557 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $552,589,439 | 834,198 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $639,358,780 | 936,227 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $725,855,391 | 921,569 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $566,278,065 | 922,292 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $609,693,394 | 970,077 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $603,269,829 | 971,449 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $643,187,110 | 978,663 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $617,505,200 | 950,008 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $583,516,757 | 933,582 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $469,175,253 | 918,259 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $330,505,734 | 721,329 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $271,625,048 | 609,257 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $231,344,583 | 594,380 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $164,379,769 | 424,403 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $160,321,069 | 415,943 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $192,829,341 | 401,026 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $244,148,945 | 379,573 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $214,632,184 | 397,828 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $195,941,536 | 399,742 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $153,684,821 | 401,203 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $111,939,515 | 294,694 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $92,186,293 | 282,598 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $59,098,790 | 199,530 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $42,725,490 | 185,763 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||