Position in INTU
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,780,139
+$1,190,339 QoQ
Shares Held
36,496
+65.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 34%
Shared 62%
None 4%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Copeland Capital Management, LLC holds $174,681,113 across 10 Software - Application names. INTU ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
1,755,852 | $85,000,794 | |
| 2 | PEGA |
Pegasystems Inc
|
1,123,518 | $47,816,924 | |
| 3 | BSY |
Bentley Systems Inc
|
687,682 | $24,151,390 | |
| 4 | INTU |
Intuit Inc.
This page
|
36,496 | $15,780,139 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,178 | $848,886 | |
| 6 | CRM |
Salesforce, Inc.
|
3,719 | $694,225 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
3,543 | $239,400 | |
| 8 | KARO |
Karooooo Ltd.
|
1,417 | $70,623 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,780,139 | 36,496 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,589,800 | 22,025 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,694,637 | 22,982 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,967,705 | 24,082 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $14,845,663 | 24,179 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $15,523,321 | 24,699 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,746,317 | 28,577 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,542,138 | 29,735 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $18,676,450 | 28,733 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $16,642,048 | 26,626 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $13,905,742 | 27,216 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $12,763,340 | 27,856 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,952,715 | 17,838 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,190,061 | 18,473 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $7,569,394 | 19,543 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $7,836,380 | 20,331 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $9,906,264 | 20,602 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $13,428,503 | 20,877 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $12,170,266 | 22,558 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $7,959,380 | 16,238 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $6,129,726 | 16,002 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $6,349,572 | 16,716 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $5,763,152 | 17,667 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $4,655,513 | 15,718 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $3,757,510 | 16,337 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||