Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,255,235
-$3,777,615 QoQ
Shares Held
20,135
-3.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#467
of 1,749 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$78,300
PutShares
300
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, 2026Waverly Advisors, LLC holds $82,314,935 across 34 Software - Application names. INTU ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
134,727 | $21,106,331 | |
| 2 | NOW |
ServiceNow, Inc.
|
110,680 | $10,988,310 | |
| 3 | ADBE |
Adobe Inc.
|
28,373 | $5,817,032 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
80,543 | $5,576,797 | |
| 5 | INTU |
Intuit Inc.
This page
|
20,135 | $5,255,235 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
13,627 | $5,114,485 | |
| 7 | ADP |
Automatic Data Processing Inc
|
19,052 | $4,266,695 | |
| 8 | ROP |
Roper Technologies Inc
|
10,865 | $3,676,607 |
All Filings in INTU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,255,235 | 20,135 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $78,300 | 300 | Put | Sole | 2026-08-14 | |
| 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. | ||||||