Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$383,148
-$954,635 QoQ
Shares Held
1,468
-52.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,133
of 1,734 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026MATHER GROUP, LLC. holds $30,159,464 across 42 Software - Application names. INTU ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
75,170 | $16,834,321 | |
| 2 | NOW |
ServiceNow, Inc.
|
37,961 | $3,768,768 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
7,859 | $2,949,639 | |
| 4 | ADBE |
Adobe Inc.
|
10,907 | $2,236,153 | |
| 5 | UBER |
Uber Technologies, Inc
|
10,707 | $772,617 | |
| 6 | CRM |
Salesforce, Inc.
|
4,428 | $693,690 | |
| 7 | INTU |
Intuit Inc.
This page
|
1,468 | $383,148 | |
| 8 | SAP |
Sap SE
|
1,997 | $307,757 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,148 | 1,468 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,337,783 | 3,094 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,680,405 | 5,556 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,917,854 | 5,737 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,413,878 | 5,604 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,537,196 | 5,761 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,920,696 | 3,056 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,763,640 | 2,840 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,970,315 | 2,998 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,689,350 | 2,599 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,705,706 | 2,729 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,394,355 | 2,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,250,400 | 2,729 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,296,919 | 2,909 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,070,355 | 2,750 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,014,778 | 2,620 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,028,353 | 2,668 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,227,584 | 2,553 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,163,584 | 1,809 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $583,210 | 1,081 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $569,087 | 1,161 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $476,143 | 1,243 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $531,410 | 1,399 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $418,201 | 1,282 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $297,374 | 1,004 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||