Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,155,794
+$3,274,077 QoQ
Shares Held
19,754
+353.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#468
of 1,744 holders
Holding Since
Jun 2020
21 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, 2026Edgestream Partners, L.P. holds $83,589,233 across 30 Software - Application names. INTU ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBD |
DIEBOLD NIXDORF, Inc
|
100,963 | $8,583,874 | |
| 2 | FRSH |
Freshworks Inc.
|
737,046 | $7,458,905 | |
| 3 | PCTY |
Paylocity Holding Corp
|
62,609 | $6,544,518 | |
| 4 | UBER |
Uber Technologies, Inc
|
88,551 | $6,389,840 | |
| 5 | INTU |
Intuit Inc.
This page
|
19,754 | $5,155,794 | |
| 6 | U |
Unity Software Inc.
|
177,377 | $5,069,434 | |
| 7 | DUOL |
Duolingo, Inc.
|
41,309 | $4,751,361 | |
| 8 | RNG |
RingCentral, Inc.
|
108,632 | $4,234,475 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,155,794 | 19,754 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,881,717 | 4,352 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $618,700 | 934 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,228,555 | 1,799 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,169,920 | 2,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,536,816 | 2,503 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,444,293 | 2,298 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,010,367 | 1,627 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $312,174 | 475 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,668,900 | 4,106 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,490,071 | 2,384 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,257,423 | 2,461 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,219,014 | 4,843 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $363,531 | 934 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $688,267 | 1,777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,132,254 | 5,532 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,642,510 | 9,655 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $266,293 | 414 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $838,680 | 1,711 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $1,148,911 | 3,522 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,672,226 | 9,022 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||