Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,327,446
+$1,295,451 QoQ
Shares Held
5,086
+6773.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#772
of 1,744 holders
Holding Since
Dec 2023
11 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, 2026Westside Investment Management, Inc. holds $24,924,581 across 27 Software - Application names. INTU ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
118,779 | $8,571,092 | |
| 2 | SHOP |
Shopify Inc.
|
39,175 | $4,473,001 | |
| 3 | SNOW |
Snowflake Inc.
|
17,399 | $4,428,045 | |
| 4 | ADBE |
Adobe Inc.
|
12,105 | $2,481,766 | |
| 5 | CRM |
Salesforce, Inc.
|
10,480 | $1,641,796 | |
| 6 | INTU |
Intuit Inc.
This page
|
5,086 | $1,327,446 | |
| 7 | IDCC |
InterDigital, Inc.
|
3,467 | $981,611 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,805 | $377,760 |
All Filings in INTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,446 | 5,086 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $31,995 | 74 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $53,655 | 81 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $52,584 | 77 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,779 | 34 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,981 | 13 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,170 | 13 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,073 | 13 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $8,543 | 13 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,900 | 6 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,750 | 6 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||