Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,032,850
-$2,841,690 QoQ
Shares Held
20,891
+16.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Waverly Advisors, LLC holds $98,071,792 across 32 Software - Application names. INTU ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
140,659 | $26,256,815 | |
| 2 | UBER |
Uber Technologies, Inc
|
173,360 | $12,469,784 | |
| 3 | NOW |
ServiceNow, Inc.
|
109,932 | $11,493,390 | |
| 4 | INTU |
Intuit Inc.
This page
|
20,891 | $9,032,850 | |
| 5 | ADBE |
Adobe Inc.
|
29,660 | $7,209,752 | |
| 6 | TYL |
Tyler Technologies Inc
|
12,751 | $4,365,687 | |
| 7 | ROP |
Roper Technologies Inc
|
12,252 | $4,335,492 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
14,334 | $3,982,988 |
All Filings in INTU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,032,850 | 20,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,874,540 | 17,926 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,793,612 | 14,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,766,902 | 13,670 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,671,805 | 12,495 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,648,958 | 8,988 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,563,919 | 5,739 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,381,344 | 5,145 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $338,650 | 521 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $236,260 | 378 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $286,636 | 561 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $291,408 | 636 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $283,546 | 636 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $226,524 | 582 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $223,482 | 577 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $222,012 | 576 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $268,307 | 558 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $358,915 | 558 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $315,073 | 584 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $266,651 | 544 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||