Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,089,305
-$2,132,885 QoQ
Shares Held
8,005
-18.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#665
of 1,739 holders
Holding Since
Sep 2021
17 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, 2026AdvisorShares Investments LLC holds $11,907,330 across 8 Software - Application names. INTU ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
3,106 | $3,710,986 | |
| 2 | ADBE |
Adobe Inc.
|
17,164 | $3,518,963 | |
| 3 | INTU |
Intuit Inc.
This page
|
8,005 | $2,089,305 | |
| 4 | DAVE |
Dave Inc./DE
|
1,870 | $696,743 | |
| 5 | FRSH |
Freshworks Inc.
|
61,000 | $617,320 | |
| 6 | AMPL |
Amplitude, Inc.
|
72,300 | $553,095 | |
| 7 | CRM |
Salesforce, Inc.
|
2,430 | $380,683 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,750 | $340,235 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,089,305 | 8,005 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,222,190 | 9,765 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,077,957 | 10,685 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,583,715 | 11,105 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,856,899 | 11,245 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,747,750 | 10,990 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,973,207 | 11,095 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,907,573 | 9,513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,671,338 | 10,151 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,664,750 | 8,715 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,428,289 | 5,485 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,807,013 | 7,451 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,875,600 | 6,276 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,113,234 | 4,740 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,284,426 | 3,300 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $2,310,446 | 3,592 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,045,821 | 3,792 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||