Position in INTU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,580,484
-$8,506,646 QoQ
Shares Held
29,044
-21.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#399
of 1,725 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. INTU ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
This page
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,580,484 | 29,044 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $16,087,130 | 37,206 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,285,488 | 39,681 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $27,075,332 | 39,647 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $36,183,722 | 45,940 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $28,523,519 | 46,456 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,807,297 | 45,835 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,748,384 | 47,904 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $32,376,136 | 49,263 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $33,880,600 | 52,124 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $34,814,171 | 55,700 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $37,791,166 | 73,964 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $37,383,263 | 81,589 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $36,360,557 | 81,557 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $30,087,873 | 77,303 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $29,308,117 | 75,669 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,361,277 | 76,176 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $35,067,180 | 72,929 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $47,236,790 | 73,438 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $44,305,640 | 82,122 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,999,673 | 87,724 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $33,835,689 | 88,330 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,378,648 | 82,608 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $26,820,007 | 82,217 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,722,282 | 9,191 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,769,620 | 7,694 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||