Position in INTU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$22,265,840
-$17,462,137 QoQ
Shares Held
51,496
-14.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.13%
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)
Derivatives in INTU
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$562,094
PutShares
1,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $276,947,552 across 49 Software - Application names. INTU ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
156,821 | $29,273,776 | |
| 2 | UBER |
Uber Technologies, Inc
|
387,403 | $27,865,897 | |
| 3 | INTU |
Intuit Inc.
This page
|
51,496 | $22,265,840 | |
| 4 | ADP |
Automatic Data Processing Inc
|
106,791 | $21,697,795 | |
| 5 | NOW |
ServiceNow, Inc.
|
189,327 | $19,794,137 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
60,031 | $16,680,813 | |
| 7 | SAP |
Sap SE
|
91,591 | $15,681,295 | |
| 8 | FICO |
Fair Isaac Corp
|
14,547 | $15,529,504 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,094 | 1,300 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $22,265,840 | 51,496 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $39,727,977 | 59,974 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $36,177,157 | 52,975 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,635,324 | 47,783 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,082,719 | 40,852 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,809,635 | 33,110 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $19,940,310 | 32,110 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,216,546 | 27,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,784,300 | 25,822 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,079,377 | 20,926 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,464,141 | 18,523 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,974,339 | 13,039 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,324,101 | 11,942 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,226,150 | 10,858 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,001,075 | 12,912 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,145,792 | 10,756 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,628,899 | 7,547 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,178,564 | 8,051 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,467,970 | 6,428 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,352,325 | 4,799 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,532,623 | 4,001 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,373,917 | 3,617 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $979,282 | 3,002 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $397,486 | 1,342 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $44,160 | 192 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||