Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,330,486
-$18,983,760 QoQ
Shares Held
81,726
-12.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#232
of 1,744 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $530,136,914 across 89 Software - Application names. INTU ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
648,385 | $101,575,994 | |
| 2 | ADP |
Automatic Data Processing Inc
|
414,377 | $92,799,729 | |
| 3 | FICO |
Fair Isaac Corp
|
54,431 | $65,033,070 | |
| 4 | NOW |
ServiceNow, Inc.
|
232,833 | $23,115,660 | |
| 5 | UBER |
Uber Technologies, Inc
|
299,817 | $21,634,794 | |
| 6 | INTU |
Intuit Inc.
This page
|
81,726 | $21,330,486 | |
| 7 | ADBE |
Adobe Inc.
|
100,313 | $20,566,171 | |
| 8 | PAYX |
Paychex Inc
|
185,341 | $18,224,580 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,330,486 | 81,726 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40,314,246 | 93,238 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,760,274 | 82,667 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $62,224,710 | 91,117 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $64,738,460 | 82,194 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $47,460,199 | 77,298 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,755,082 | 64,845 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,300,416 | 64,896 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,900,533 | 60,712 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $37,469,900 | 57,646 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,396,650 | 55,032 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,292,280 | 55,373 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $23,423,589 | 51,122 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $21,830,957 | 48,967 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,791,930 | 48,281 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $17,865,135 | 46,125 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $17,063,814 | 44,271 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $20,874,706 | 43,413 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,802,127 | 40,114 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,270,972 | 41,280 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $21,233,674 | 43,319 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,646,255 | 43,456 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,003,315 | 39,498 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,001,265 | 36,790 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $11,219,084 | 37,878 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,658,810 | 37,647 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||