Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$680,949
-$447,130 QoQ
Shares Held
2,609
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#943
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026Clean Yield Group holds $18,752,428 across 15 Software - Application names. INTU ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
37,243 | $5,834,488 | |
| 2 | ADP |
Automatic Data Processing Inc
|
21,872 | $4,898,234 | |
| 3 | NOW |
ServiceNow, Inc.
|
41,397 | $4,109,894 | |
| 4 | SHOP |
Shopify Inc.
|
23,329 | $2,663,705 | |
| 5 | INTU |
Intuit Inc.
This page
|
2,609 | $680,949 | |
| 6 | PAYX |
Paychex Inc
|
4,211 | $414,067 | |
| 7 | UBER |
Uber Technologies, Inc
|
1,043 | $75,262 | |
| 8 | ROP |
Roper Technologies Inc
|
153 | $51,773 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,949 | 2,609 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,128,079 | 2,609 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,183,336 | 3,296 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,233,798 | 3,271 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,588,152 | 3,286 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,017,571 | 3,286 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,180,266 | 3,469 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,154,249 | 3,469 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,344,268 | 3,567 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,318,550 | 3,567 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $2,291,985 | 3,667 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,897,120 | 3,713 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,701,259 | 3,713 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,728,928 | 3,878 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,645,622 | 4,228 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,723,186 | 4,449 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,714,822 | 4,449 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,197,438 | 4,570 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,403,920 | 5,292 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,894,471 | 5,365 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,575,843 | 5,255 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,068,524 | 5,400 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,629,701 | 6,923 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,277,272 | 6,981 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,092,582 | 7,065 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,688,200 | 7,340 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||