Position in INTU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,885,461
-$1,501,592 QoQ
Shares Held
11,299
+17.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $37,485,087 across 44 Software - Application names. INTU ranks #1 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
11,299 | $4,885,461 | |
| 2 | MSTR |
Strategy Inc
|
17,368 | $2,167,526 | |
| 3 | SHOP |
Shopify Inc.
|
16,799 | $1,992,697 | |
| 4 | ADBE |
Adobe Inc.
|
7,755 | $1,885,085 | |
| 5 | PAYX |
Paychex Inc
|
17,340 | $1,597,360 | |
| 6 | CRM |
Salesforce, Inc.
|
8,487 | $1,584,268 | |
| 7 | ROP |
Roper Technologies Inc
|
4,341 | $1,536,106 | |
| 8 | TEAM |
Atlassian Corp
|
21,023 | $1,434,819 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,885,461 | 11,299 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,387,053 | 9,642 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,020,997 | 10,281 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,092,898 | 10,275 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,009,734 | 9,788 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,037,999 | 9,607 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,376,567 | 3,827 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,543,402 | 3,870 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,605,200 | 4,008 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,472,618 | 3,956 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $2,062,664 | 4,037 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,635,280 | 3,569 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,708,420 | 3,832 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,490,323 | 3,829 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,445,090 | 3,731 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,503,986 | 3,902 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,866,620 | 3,882 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,349,039 | 3,652 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,006,977 | 3,720 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,805,296 | 3,683 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,382,463 | 3,609 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,316,939 | 3,467 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,057,246 | 3,241 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $909,303 | 3,070 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $651,590 | 2,833 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||