Birch Hill Investment Advisors LLC

Position in INTU — Intuit Inc.

CIK 1424177 Boston, MA

Position in INTU

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$552,015

-$6,798,012 QoQ

Shares Held

2,115

-87.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,000

of 1,740 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Birch Hill Investment Advisors LLC holds $16,948,037 across 8 Software - Application names. INTU ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	106,993	$7,720,614
2	ADP	Automatic Data Processing Inc	26,263	$5,881,598
3	ROP	Roper Technologies Inc	2,970	$1,005,018
4	CRM	Salesforce, Inc.	5,375	$842,047
5	INTU	Intuit Inc. This page	2,115	$552,015
6	ADBE	Adobe Inc.	1,667	$341,768
7	NOW	ServiceNow, Inc.	3,125	$310,250
8	DDOG	Datadog, Inc.	1,132	$294,727

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,015	2,115	-87.6%	Shares	Sole	2026-07-21
2026-03-31	$7,350,027	16,999	-80.8%	Shares	Sole	2026-04-29
2025-12-31	$58,791,762	88,753	+3.8%	Shares	Sole	2026-01-27
2025-09-30	$58,384,024	85,493	+3.8%	Shares	Sole	2025-10-23
2025-06-30	$64,893,623	82,391	-3.7%	Shares	Sole	2025-07-30
2025-03-31	$52,545,264	85,580	-0.5%	Shares	Sole	2025-04-18
2024-12-31	$54,038,430	85,980	-0.1%	Shares	Sole	2025-01-28
2024-09-30	$53,457,543	86,083	+0.5%	Shares	Sole	2024-10-10
2024-06-30	$56,269,662	85,619	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$55,180,450	84,893	-0.7%	Shares	Sole	2024-05-13
2023-12-31	$53,421,314	85,470	+2.0%	Shares	Sole	2024-01-29
2023-09-30	$42,799,400	83,766	+5.2%	Shares	Sole	2023-10-19
2023-06-30	$36,469,174	79,594	+8.4%	Shares	Sole	2023-07-20
2023-03-31	$32,728,380	73,410	—	Shares	Sole	2023-04-14
No filing history on record for this holder in this stock.