Position in INTU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,476,609
-$3,713,035 QoQ
Shares Held
35,794
+23.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 92.35346706151869.ToString("F0")%
Shared 0.ToString("F0")%
None 7.646532938481309.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $106,704,311 across 35 Software - Application names. INTU ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
114,345 | $23,232,617 | |
| 2 | CRM |
Salesforce, Inc.
|
116,293 | $21,708,414 | |
| 3 | INTU |
Intuit Inc.
This page
|
35,794 | $15,476,609 | |
| 4 | ADBE |
Adobe Inc.
|
63,094 | $15,336,889 | |
| 5 | SNOW |
Snowflake Inc.
|
46,585 | $7,025,949 | |
| 6 | UBER |
Uber Technologies, Inc
|
70,594 | $5,077,826 | |
| 7 | SHOP |
Shopify Inc.
|
21,248 | $2,520,437 | |
| 8 | NOW |
ServiceNow, Inc.
|
23,124 | $2,417,614 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,476,609 | 35,794 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,189,644 | 28,969 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $5,412,593 | 6,872 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,980,072 | 8,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,149,300 | 8,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,201,927 | 9,987 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,657,373 | 5,565 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,810,950 | 5,863 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,304,533 | 5,287 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,519,445 | 4,931 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $7,055,209 | 15,398 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,715,887 | 80,111 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,324,126 | 3,402 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $1,948,399 | 5,055 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,658,898 | 3,450 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,959,248 | 3,046 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,888,824 | 3,501 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $932,303 | 1,902 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $700,233 | 1,828 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $588,387 | 1,549 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $382,970 | 1,174 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $364,609 | 1,231 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $246,560 | 1,072 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||