Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$146,160
-$36,304 QoQ
Shares Held
560
+32.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,428
of 1,740 holders
Holding Since
Dec 2020
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, 2026ATLAS CAPITAL ADVISORS INC. holds $3,275,809 across 21 Software - Application names. INTU ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,683 | $824,807 | |
| 2 | RNG |
RingCentral, Inc.
|
18,528 | $722,221 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
2,458 | $302,456 | |
| 4 | PEGA |
Pegasystems Inc
|
9,242 | $276,982 | |
| 5 | ZM |
Zoom Communications, Inc.
|
2,650 | $228,721 | |
| 6 | NATL |
NCR Atleos Corp
|
4,333 | $188,095 | |
| 7 | PAYX |
Paychex Inc
|
1,487 | $146,216 | |
| 8 | INTU |
Intuit Inc.
This page
|
560 | $146,160 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,160 | 560 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $182,464 | 422 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,923 | 18 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $14,177 | 18 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,051 | 18 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,313 | 18 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,178 | 18 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $110,411 | 168 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $109,200 | 168 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $105,005 | 168 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $85,837 | 168 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,975 | 168 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $78,466 | 176 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $68,502 | 176 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $68,168 | 176 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $64,753 | 168 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $8,655 | 18 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $22,512 | 35 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $65,820 | 122 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $8,823 | 18 | Shares | Sole | 2021-07-30 | |
| 2020-12-31 | $5,317 | 14 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||