Position in INTU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$256,302
-$333,896 QoQ
Shares Held
982
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,287
of 1,744 holders
Holding Since
Dec 2022
15 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, 2026Nelson Capital Management, LLC holds $4,979,328 across 4 Software - Application names. INTU ranks #4 (5.1% of the industry book) .
All Filings in INTU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,302 | 982 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $590,198 | 1,365 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,102,929 | 1,665 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,138,410 | 1,667 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,311,403 | 1,665 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,206,490 | 1,965 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,235,002 | 1,965 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,220,265 | 1,965 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,291,417 | 1,965 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,277,250 | 1,965 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,228,183 | 1,965 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $312,184 | 611 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $279,954 | 611 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $272,402 | 611 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $237,813 | 611 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||