Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$273,264
+$83,150 QoQ
Shares Held
632
+120.2% 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
22 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 Mar 31, 2026Transamerica Financial Advisors, LLC holds $16,488,922 across 70 Software - Application names. INTU ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
31,386 | $3,723,007 | |
| 2 | UBER |
Uber Technologies, Inc
|
50,246 | $3,614,194 | |
| 3 | NOW |
ServiceNow, Inc.
|
30,029 | $3,139,531 | |
| 4 | DT |
Dynatrace, Inc.
|
82,791 | $3,061,611 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,059 | $1,027,887 | |
| 6 | INTU |
Intuit Inc.
This page
|
632 | $273,264 | |
| 7 | ADBE |
Adobe Inc.
|
1,010 | $245,510 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
2,920 | $197,304 |
All Filings in INTU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,264 | 632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $190,114 | 287 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $377,649 | 553 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,053 | 28 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,173 | 41 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,945,666 | 7,869 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,019,543 | 8,083 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,688,152 | 8,655 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,625,750 | 8,655 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,866,964 | 2,987 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,550,702 | 3,035 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,559,220 | 3,403 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,947,385 | 4,368 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $999,127 | 2,567 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,030,658 | 2,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $508,395 | 1,319 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $2,450 | 5 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,149 | 3 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,279 | 6 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,957 | 6 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,061,186 | 6,959 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $230 | 1 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||