Position in INTU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,451,355
-$12,648,409 QoQ
Shares Held
17,055
-56.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#493
of 1,707 holders
Holding Since
Jun 2021
21 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, 2026Crestwood Advisors Group, LLC holds $52,284,099 across 28 Software - Application names. INTU ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
86,290 | $13,518,191 | |
| 2 | NOW |
ServiceNow, Inc.
|
109,409 | $10,862,125 | |
| 3 | SHOP |
Shopify Inc.
|
46,910 | $5,356,183 | |
| 4 | INTU |
Intuit Inc.
This page
|
17,055 | $4,451,355 | |
| 5 | ROP |
Roper Technologies Inc
|
10,183 | $3,445,825 | |
| 6 | KVYO |
Klaviyo, Inc.
|
128,408 | $1,938,960 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,428 | $1,439,550 | |
| 8 | ADBE |
Adobe Inc.
|
6,654 | $1,364,203 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,451,355 | 17,055 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,099,764 | 39,548 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,411,208 | 3,640 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,126,581 | 3,114 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,321,145 | 2,947 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,584,094 | 2,580 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,284,025 | 2,043 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,032,723 | 1,663 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,033,791 | 1,573 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,083,550 | 1,667 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,188,182 | 1,901 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $949,326 | 1,858 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $756,929 | 1,652 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $598,303 | 1,342 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $550,746 | 1,415 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $520,945 | 1,345 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $519,573 | 1,348 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $724,145 | 1,506 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,272,289 | 1,978 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,127,575 | 2,090 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,028,866 | 2,099 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||