Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,424,059
-$12,052,550 QoQ
Shares Held
13,119
-63.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#550
of 1,740 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. INTU ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
271,679 | $69,142,305 | |
| 2 | ADP |
Automatic Data Processing Inc
|
152,174 | $34,079,367 | |
| 3 | CRM |
Salesforce, Inc.
|
133,602 | $20,930,089 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
97,461 | $6,047,455 | |
| 5 | UBER |
Uber Technologies, Inc
|
81,136 | $5,854,773 | |
| 6 | NOW |
ServiceNow, Inc.
|
48,414 | $4,806,541 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
11,383 | $4,272,267 | |
| 8 | INTU |
Intuit Inc.
This page
|
13,119 | $3,424,059 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,059 | 13,119 | Shares | Sole | 2026-08-12 | |
| 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 | $2,617,221 | 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. | ||||||