CWM, LLC

Position in INTU — Intuit Inc.

CIK 1535847 OMAHA, NE

Position in INTU

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$10,585,094

-$8,373,366 QoQ

Shares Held

24,481

-14.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4.5218741064499.ToString("F0")% Shared 0.ToString("F0")% None 95.4781258935501.ToString("F0")%

Technology · as of Mar 31, 2026

CWM, LLC holds $331,735,468 across 144 Software - Application names. INTU ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	235,476	$35,514,490
2	NOW	ServiceNow, Inc.	265,929	$27,802,876
3	CRM	Salesforce, Inc.	137,932	$25,747,766
4	UBER	Uber Technologies, Inc	345,934	$24,883,032
5	ADBE	Adobe Inc.	88,129	$21,422,397
6	MSTR	Strategy Inc	161,806	$20,193,388
7	ZM	Zoom Communications, Inc.	205,948	$16,556,159
8	INTU	Intuit Inc. This page	24,481	$10,585,094

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,585,094	24,481	-14.5%	Shares	Sole	2026-05-14
2025-12-31	$18,958,460	28,620	-21.5%	Shares	Sole	2026-01-26
2025-09-30	$24,882,508	36,436	+40.6%	Shares	Sole	2025-10-15
2025-06-30	$20,412,219	25,916	+35.7%	Shares	Sole	2025-07-25
2025-03-31	$11,723,525	19,094	+10.1%	Shares	Sole	2025-05-01
2024-12-31	$10,896,933	17,338	+2.5%	Shares	Sole	2025-02-04
2024-09-30	$10,501,110	16,910	+1.4%	Shares	Sole	2024-10-08
2024-06-30	$10,964,234	16,683	+1.7%	Shares	Sole	2024-07-10
2024-03-31	$10,664,550	16,407	+12.9%	Shares	Sole	2024-04-05
2023-12-31	$9,085,436	14,536	+25.6%	Shares	Sole	2024-02-01
2023-09-30	$5,911,064	11,569	+95.7%	Shares	Sole	2023-10-11
2023-06-30	$2,708,819	5,912	+30.2%	Shares	Sole	2023-08-03
2023-03-31	$2,024,514	4,541	+7.3%	Shares	Sole	2023-05-01
2022-12-31	$1,647,568	4,233	+8.3%	Shares	Sole	2023-02-01
2022-09-30	$1,514,421	3,910	+45.8%	Shares	Sole	2022-10-27
2022-06-30	$1,033,750	2,682	+71.9%	Shares	Sole	2022-07-28
2022-03-31	$750,110	1,560	+16.0%	Shares	Sole	2022-04-21
2021-12-31	$865,130	1,345	+63.0%	Shares	Sole	2022-01-31
2021-06-30	$404,390	825	0.0%	Shares	Sole	2021-09-15
2021-03-31	$316,024	825	0.0%	Shares	Sole	2021-09-15
2020-12-31	$313,376	825	0.0%	Shares	Sole	2021-09-15
2020-09-30	$269,123	825	0.0%	Shares	Sole	2021-09-15
2020-06-30	$244,356	825	0.0%	Shares	Sole	2021-09-15
2020-03-31	$189,750	825	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.