Position in INTU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$40,146,482
-$9,495,272 QoQ
Shares Held
92,850
+23.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.719447705414167.ToString("F0")%
Shared 0.ToString("F0")%
None 99.28055229458583.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Creative Planning holds $742,225,652 across 109 Software - Application names. INTU ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
384,586 | $71,790,668 | |
| 2 | NOW |
ServiceNow, Inc.
|
529,490 | $55,358,179 | |
| 3 | SHOP |
Shopify Inc.
|
440,326 | $52,231,469 | |
| 4 | INTU |
Intuit Inc.
This page
|
92,850 | $40,146,482 | |
| 5 | ADBE |
Adobe Inc.
|
152,209 | $36,998,963 | |
| 6 | SNOW |
Snowflake Inc.
|
237,364 | $35,799,238 | |
| 7 | UBER |
Uber Technologies, Inc
|
474,134 | $34,104,457 | |
| 8 | BSY |
Bentley Systems Inc
|
882,370 | $30,988,833 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,146,482 | 92,850 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $49,641,754 | 74,940 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,666,434 | 69,799 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,081,743 | 64,855 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $38,127,550 | 62,098 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,332,384 | 56,217 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,255,792 | 53,552 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $33,331,046 | 50,716 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $32,759,350 | 50,399 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $29,404,535 | 47,045 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $23,293,753 | 45,590 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $20,014,655 | 43,682 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $18,382,016 | 41,231 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,654,039 | 40,219 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,579,499 | 37,642 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,864,662 | 35,971 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,694,951 | 30,561 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,319,319 | 31,590 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $17,565,906 | 32,559 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $17,791,210 | 36,296 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $21,277,067 | 55,545 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $14,542,937 | 38,286 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,402,677 | 28,824 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,952,997 | 26,851 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,128,810 | 26,647 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||