Position in INTU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$573,156
-$394,078 QoQ
Shares Held
2,196
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#995
of 1,744 holders
Holding Since
Dec 2020
23 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, 2026Modera Wealth Management, LLC holds $29,250,353 across 10 Software - Application names. INTU ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
85,489 | $19,145,261 | |
| 2 | CRM |
Salesforce, Inc.
|
21,567 | $3,378,686 | |
| 3 | ADBE |
Adobe Inc.
|
15,834 | $3,246,286 | |
| 4 | PAYC |
Paycom Software, Inc.
|
7,357 | $924,627 | |
| 5 | SNOW |
Snowflake Inc.
|
2,258 | $574,661 | |
| 6 | INTU |
Intuit Inc.
This page
|
2,196 | $573,156 | |
| 7 | SAP |
Sap SE
|
3,385 | $521,662 | |
| 8 | PAYX |
Paychex Inc
|
4,736 | $465,690 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,156 | 2,196 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $967,234 | 2,237 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,762,037 | 2,660 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,766,688 | 2,587 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,021,846 | 2,567 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,576,726 | 2,568 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,737,802 | 2,765 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,672,974 | 2,694 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,753,436 | 2,668 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,768,000 | 2,720 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,674,455 | 2,679 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,350,414 | 2,643 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,045,589 | 2,282 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $524,296 | 1,176 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $459,668 | 1,181 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $457,424 | 1,181 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $453,277 | 1,176 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $629,900 | 1,310 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,057,453 | 1,644 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $641,477 | 1,189 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $581,831 | 1,187 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $448,946 | 1,172 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $520,394 | 1,370 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||