Position in INTU
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$543,069
New position
Shares Held
1,256
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026Annex Advisory Services, LLC holds $53,767,920 across 6 Software - Application names. INTU ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
536,465 | $38,587,927 | |
| 2 | CRM |
Salesforce, Inc.
|
65,047 | $12,142,323 | |
| 3 | RDVT |
Red Violet, Inc.
|
46,195 | $1,598,347 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,836 | $576,218 | |
| 5 | INTU |
Intuit Inc.
This page
|
1,256 | $543,069 | |
| 6 | SHOP |
Shopify Inc.
|
2,698 | $320,036 |
All Filings in INTU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,069 | 1,256 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||