Position in INTU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$933,075
-$716,022 QoQ
Shares Held
3,575
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#865
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, 2026Roundview Capital LLC holds $11,715,758 across 8 Software - Application names. INTU ranks #7 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
12,737 | $2,852,451 | |
| 2 | UBER |
Uber Technologies, Inc
|
24,775 | $1,787,764 | |
| 3 | TYL |
Tyler Technologies Inc
|
5,711 | $1,670,239 | |
| 4 | CRM |
Salesforce, Inc.
|
10,017 | $1,569,263 | |
| 5 | SHOP |
Shopify Inc.
|
12,399 | $1,415,717 | |
| 6 | FICO |
Fair Isaac Corp
|
838 | $1,001,225 | |
| 7 | INTU |
Intuit Inc.
This page
|
3,575 | $933,075 | |
| 8 | HUBS |
Hubspot Inc
|
2,663 | $486,024 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,075 | 3,575 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,649,097 | 3,814 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,265,476 | 3,420 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,578,448 | 5,240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,036,603 | 5,125 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,623,768 | 5,902 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,657,241 | 5,819 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,819,961 | 4,541 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,896,981 | 4,408 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,940,600 | 4,524 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,373,863 | 3,798 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,948,725 | 3,814 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,764,489 | 3,851 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,510,917 | 3,389 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,136,133 | 2,919 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $771,928 | 1,993 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $690,708 | 1,792 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $627,015 | 1,304 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $859,985 | 1,337 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $745,602 | 1,382 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $681,336 | 1,390 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $532,453 | 1,390 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $547,743 | 1,442 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $470,394 | 1,442 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $418,812 | 1,414 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $327,750 | 1,425 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||