Position in INTU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,052,699
-$4,294,059 QoQ
Shares Held
19,359
-10.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#471
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026YHB Investment Advisors, Inc. holds $15,754,515 across 8 Software - Application names. INTU ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
56,350 | $5,594,428 | |
| 2 | INTU |
Intuit Inc.
This page
|
19,359 | $5,052,699 | |
| 3 | PAYX |
Paychex Inc
|
16,271 | $1,599,927 | |
| 4 | SAP |
Sap SE
|
6,816 | $1,050,413 | |
| 5 | WDAY |
Workday, Inc.
|
8,436 | $1,032,735 | |
| 6 | ADP |
Automatic Data Processing Inc
|
3,916 | $876,988 | |
| 7 | SHOP |
Shopify Inc.
|
2,734 | $312,168 | |
| 8 | ADBE |
Adobe Inc.
|
1,147 | $235,157 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,052,699 | 19,359 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,346,758 | 21,617 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,709,444 | 20,696 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $14,237,307 | 20,848 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $16,222,027 | 20,596 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $12,594,162 | 20,512 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,727,753 | 20,251 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,663,432 | 20,392 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $13,907,878 | 21,162 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $13,992,550 | 21,527 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $13,556,900 | 21,690 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $13,152,106 | 25,741 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $11,997,705 | 26,185 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,541,201 | 25,887 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,034,091 | 25,780 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $10,035,848 | 25,911 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,073,474 | 26,135 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $12,718,218 | 26,450 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $18,026,883 | 28,026 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $15,165,086 | 28,109 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $13,824,264 | 28,203 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $10,971,221 | 28,641 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $10,867,888 | 28,611 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $9,279,695 | 28,447 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $9,402,551 | 31,745 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $7,251,670 | 31,529 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||