Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,314,246
-$14,446,028 QoQ
Shares Held
93,238
+12.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53.84821639245801.ToString("F0")%
Shared 0.ToString("F0")%
None 46.151783607541994.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $541,090,934 across 82 Software - Application names. INTU ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
486,903 | $98,928,951 | |
| 2 | CRM |
Salesforce, Inc.
|
327,636 | $61,159,812 | |
| 3 | FICO |
Fair Isaac Corp
|
56,812 | $60,649,082 | |
| 4 | INTU |
Intuit Inc.
This page
|
93,238 | $40,314,246 | |
| 5 | MANH |
Manhattan Associates Inc
|
267,195 | $35,568,998 | |
| 6 | ADBE |
Adobe Inc.
|
102,493 | $24,913,998 | |
| 7 | ADSK |
Autodesk, Inc.
|
82,508 | $19,752,415 | |
| 8 | NOW |
ServiceNow, Inc.
|
182,240 | $19,053,192 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||