Position in INTU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$93,746,469
-$71,908,874 QoQ
Shares Held
216,815
-13.3% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.57297696192606.ToString("F0")%
Shared 0.ToString("F0")%
None 1.427023038073934.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bank Julius Baer & Co. Ltd, Zurich holds $764,484,790 across 22 Software - Application names. INTU ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
3,214,190 | $231,196,686 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
466,472 | $129,618,574 | |
| 3 | INTU |
Intuit Inc.
This page
|
216,815 | $93,746,469 | |
| 4 | SNOW |
Snowflake Inc.
|
586,347 | $88,432,854 | |
| 5 | ADP |
Automatic Data Processing Inc
|
406,457 | $82,583,933 | |
| 6 | ADSK |
Autodesk, Inc.
|
292,740 | $70,081,956 | |
| 7 | ADBE |
Adobe Inc.
|
163,622 | $39,773,235 | |
| 8 | CRM |
Salesforce, Inc.
|
70,903 | $13,235,463 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,746,469 | 216,815 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $165,655,343 | 250,076 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $174,554,527 | 255,604 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $215,804,318 | 273,992 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $176,255,039 | 287,065 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $163,654,486 | 260,389 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $155,793,375 | 250,875 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $159,946,512 | 243,372 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $162,171,750 | 249,495 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,364,440 | 2,183 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $96,930,938 | 189,711 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $72,251,064 | 157,688 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $70,284,653 | 157,649 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $60,107,633 | 154,431 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $59,371,895 | 153,289 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $59,671,893 | 154,815 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $72,675,119 | 151,142 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $90,874,121 | 141,280 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,416,753 | 2,626 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $975,928 | 1,991 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $3,287,037 | 8,581 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,182,852 | 3,114 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $1,435,324 | 4,400 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,060,360 | 3,580 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $862,960 | 3,752 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||