Position in INTU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$577,071
+$85,023 QoQ
Shares Held
2,211
+94.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#994
of 1,744 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026West Family Investments, Inc. holds $6,294,647 across 15 Software - Application names. INTU ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,051 | $683,271 | |
| 2 | SAP |
Sap SE
|
4,255 | $655,738 | |
| 3 | INTU |
Intuit Inc.
This page
|
2,211 | $577,071 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
8,971 | $556,650 | |
| 5 | SHOP |
Shopify Inc.
|
4,378 | $499,880 | |
| 6 | SNOW |
Snowflake Inc.
|
1,870 | $475,915 | |
| 7 | UBER |
Uber Technologies, Inc
|
6,062 | $437,433 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,202 | $417,174 |
All Filings in INTU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,071 | 2,211 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $492,048 | 1,138 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $857,833 | 1,295 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $919,879 | 1,347 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $767,939 | 975 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $285,505 | 465 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $328,077 | 522 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $459,540 | 740 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $295,087 | 449 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $298,350 | 459 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $275,638 | 441 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $228,901 | 448 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $202,061 | 441 | Shares | Sole | 2023-08-16 | |
| 2022-09-30 | $340,454 | 879 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $363,084 | 942 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $431,313 | 897 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $533,229 | 829 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $477,466 | 885 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $344,099 | 702 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||