Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$94,980,048
-$43,116,635 QoQ
Shares Held
219,668
+5.4% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.72383779157637.ToString("F0")%
Shared 10.979751260993865.ToString("F0")%
None 16.296410947429756.ToString("F0")%
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 Mar 31, 2026Cerity Partners LLC holds $852,514,705 across 88 Software - Application names. INTU ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
601,125 | $112,212,003 | |
| 2 | INTU |
Intuit Inc.
This page
|
219,668 | $94,980,048 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,167,261 | $83,961,082 | |
| 4 | ADBE |
Adobe Inc.
|
269,704 | $65,559,646 | |
| 5 | NOW |
ServiceNow, Inc.
|
616,014 | $64,404,262 | |
| 6 | ADP |
Automatic Data Processing Inc
|
232,064 | $47,150,762 | |
| 7 | ADSK |
Autodesk, Inc.
|
184,369 | $44,137,937 | |
| 8 | ROP |
Roper Technologies Inc
|
111,973 | $39,622,764 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||