Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,772,006
-$53,208,042 QoQ
Shares Held
160,046
-27.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#160
of 1,744 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 6%
None 27%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$113,723,841
PutShares
185,221
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Cerity Partners LLC holds $808,116,666 across 93 Software - Application names. INTU ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,175,117 | $84,796,442 | |
| 2 | NOW |
ServiceNow, Inc.
|
604,392 | $60,004,037 | |
| 3 | CRM |
Salesforce, Inc.
|
380,070 | $59,541,765 | |
| 4 | ADP |
Automatic Data Processing Inc
|
246,431 | $55,188,221 | |
| 5 | DDOG |
Datadog, Inc.
|
192,403 | $50,094,044 | |
| 6 | PAYX |
Paychex Inc
|
476,046 | $46,809,602 | |
| 7 | INTU |
Intuit Inc.
This page
|
160,046 | $41,772,006 | |
| 8 | ADBE |
Adobe Inc.
|
197,288 | $40,447,984 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,772,006 | 160,046 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $94,980,048 | 219,668 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $138,096,683 | 208,473 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $141,393,100 | 207,045 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $150,489,313 | 191,066 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $113,723,841 | 185,221 | Put | Other | 2025-04-30 | |
| 2024-12-31 | $88,549,993 | 140,891 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $95,637,105 | 154,005 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $86,174,032 | 131,121 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $92,599,650 | 142,461 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $75,555,501 | 120,883 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $47,212,388 | 92,403 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $53,917,966 | 117,676 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,294,973 | 112,812 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $38,709,875 | 99,455 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,172,839 | 21,101 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,345,546 | 21,652 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,665,364 | 20,101 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $13,384,764 | 20,809 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,433,583 | 19,339 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $9,568,608 | 19,521 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,191,738 | 21,385 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $11,980,089 | 31,539 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,554,857 | 26,225 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,779,743 | 9,385 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,290,340 | 9,958 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||