Position in INTU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$468,699
-$337,465 QoQ
Shares Held
1,084
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Parkside Financial Bank & Trust holds $7,098,676 across 87 Software - Application names. INTU ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,001 | $1,016,102 | |
| 2 | UBER |
Uber Technologies, Inc
|
8,092 | $582,057 | |
| 3 | ADBE |
Adobe Inc.
|
2,128 | $517,273 | |
| 4 | CRM |
Salesforce, Inc.
|
2,765 | $516,142 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,872 | $509,366 | |
| 6 | INTU |
Intuit Inc.
This page
|
1,084 | $468,699 | |
| 7 | TYL |
Tyler Technologies Inc
|
941 | $322,178 | |
| 8 | PCTY |
Paylocity Holding Corp
|
2,007 | $216,835 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $468,699 | 1,084 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $806,164 | 1,217 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $819,491 | 1,200 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $934,128 | 1,186 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $707,929 | 1,153 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $712,719 | 1,134 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $668,196 | 1,076 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $706,499 | 1,075 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $694,850 | 1,069 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $701,908 | 1,123 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $486,925 | 953 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $425,199 | 928 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $295,584 | 663 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $259,609 | 667 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $254,855 | 658 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $222,784 | 578 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $224,070 | 466 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,346,259 | 2,093 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $233,607 | 433 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $200,969 | 410 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $154,372 | 403 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $150,800 | 397 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $142,879 | 438 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $123,510 | 417 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $94,990 | 413 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||