Position in INTU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$201,492
-$8,495 QoQ
Shares Held
772
+143.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,393
of 1,740 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ASPIRIANT, LLC holds $8,029,091 across 8 Software - Application names. INTU ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BILL |
BILL Holdings, Inc.
|
54,391 | $1,966,778 | |
| 2 | CRM |
Salesforce, Inc.
|
12,085 | $1,893,236 | |
| 3 | ADBE |
Adobe Inc.
|
8,053 | $1,651,026 | |
| 4 | PAYX |
Paychex Inc
|
12,439 | $1,223,126 | |
| 5 | UBER |
Uber Technologies, Inc
|
7,693 | $555,126 | |
| 6 | SNOW |
Snowflake Inc.
|
1,112 | $283,004 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,140 | $255,303 | |
| 8 | INTU |
Intuit Inc.
This page
|
772 | $201,492 |
All Filings in INTU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,492 | 772 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $209,987 | 317 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $211,702 | 310 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $289,060 | 367 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $247,437 | 403 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $389,041 | 619 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $262,600 | 404 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $226,260 | 362 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||