Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,002,446
-$1,341,703 QoQ
Shares Held
6,944
+5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.0224654377880185.ToString("F0")%
Shared 0.ToString("F0")%
None 98.97753456221197.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Allworth Financial LP holds $70,024,948 across 138 Software - Application names. INTU ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
142,220 | $28,896,259 | |
| 2 | CRM |
Salesforce, Inc.
|
51,682 | $9,647,478 | |
| 3 | INTU |
Intuit Inc.
This page
|
6,944 | $3,002,446 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
10,238 | $2,844,833 | |
| 5 | SNOW |
Snowflake Inc.
|
18,401 | $2,775,238 | |
| 6 | NOW |
ServiceNow, Inc.
|
24,897 | $2,602,981 | |
| 7 | UBER |
Uber Technologies, Inc
|
35,612 | $2,561,571 | |
| 8 | SHOP |
Shopify Inc.
|
21,101 | $2,503,000 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,002,446 | 6,944 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,344,149 | 6,558 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,086,070 | 4,519 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,464,286 | 5,668 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,850,565 | 3,014 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,839,619 | 2,927 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,786,617 | 2,877 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,836,901 | 2,795 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,932,450 | 2,973 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,470,070 | 2,352 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,134,286 | 2,220 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $959,449 | 2,094 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $830,135 | 1,862 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $527,782 | 1,356 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $647,986 | 1,673 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $535,376 | 1,389 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $402,943 | 838 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $123,498 | 192 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $73,373 | 136 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $31,861 | 65 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $24,898 | 65 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $24,690 | 65 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $21,203 | 65 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $19,252 | 65 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $14,950 | 65 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||