Diversified Trust Co

Bank

Position in INTU — Intuit Inc.

CIK 1479844 MEMPHIS, TN

Position in INTU

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,152,097

-$2,175,256 QoQ

Shares Held

12,077

-2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#82

of 465 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Technology · as of Jun 30, 2026

Diversified Trust Co holds $41,600,601 across 36 Software - Application names. INTU ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	54,761	$5,436,672
2	SNOW	Snowflake Inc.	19,806	$5,040,627
3	INTU	Intuit Inc. This page	12,077	$3,152,097
4	ADP	Automatic Data Processing Inc	13,683	$3,064,307
5	ADBE	Adobe Inc.	11,445	$2,346,453
6	CRM	Salesforce, Inc.	11,018	$1,726,079
7	CVLT	Commvault Systems Inc	11,246	$1,593,895
8	DDOG	Datadog, Inc.	5,605	$1,459,317

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,152,097	12,077	-2.0%	Shares	Sole	2026-07-17
2026-03-31	$5,327,353	12,321	+35.9%	Shares	Sole	2026-04-16
2025-12-31	$6,006,824	9,068	-11.5%	Shares	Sole	2026-01-09
2025-09-30	$6,994,363	10,242	+42.6%	Shares	Sole	2025-10-20
2025-06-30	$5,658,333	7,184	-1.3%	Shares	Sole	2025-07-11
2025-03-31	$4,467,390	7,276	+5.3%	Shares	Sole	2025-04-24
2024-12-31	$4,344,191	6,912	+28.9%	Shares	Sole	2025-01-07
2024-09-30	$3,330,423	5,363	+19.0%	Shares	Sole	2024-10-07
2024-06-30	$2,960,730	4,505	+43.1%	Shares	Sole	2024-07-16
2024-03-31	$2,046,850	3,149	+1.4%	Shares	Sole	2024-04-18
2023-12-31	$1,940,717	3,105	+3.2%	Shares	Sole	2024-01-08
2023-09-30	$1,537,929	3,010	+18.5%	Shares	Sole	2023-11-17
2023-06-30	$1,163,802	2,540	+57.7%	Shares	Sole	2023-07-18
2023-03-31	$718,232	1,611	-29.6%	Shares	Sole	2023-04-07
2022-12-31	$890,924	2,289	-5.8%	Shares	Sole	2023-01-17
2022-09-30	$941,187	2,430	-24.6%	Shares	Sole	2022-10-14
2022-06-30	$1,242,658	3,224	-10.3%	Shares	Sole	2022-07-12
2022-03-31	$1,727,658	3,593	+10.9%	Shares	Sole	2022-04-07
2021-12-31	$2,084,676	3,241	-4.2%	Shares	Sole	2022-01-13
2021-09-30	$1,825,162	3,383	-5.0%	Shares	Sole	2022-01-13
2021-06-30	$1,745,985	3,562	-7.7%	Shares	Sole	2021-07-20
2021-03-31	$1,477,845	3,858	-9.0%	Shares	Sole	2021-05-10
2020-12-31	$1,609,804	4,238	+33.5%	Shares	Sole	2021-01-08
2020-09-30	$1,035,716	3,175	+42.8%	Shares	Sole	2020-10-15
2020-06-30	$658,430	2,223	-16.4%	Shares	Sole	2020-07-07
2020-03-31	$611,340	2,658	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.