Position in INTU
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$22,051
+$15,427 QoQ
Shares Held
51
+410.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026JNBA Financial Advisors holds $1,075,773 across 23 Software - Application names. INTU ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
4,105 | $766,280 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
322 | $89,474 | |
| 3 | ADP |
Automatic Data Processing Inc
|
289 | $58,719 | |
| 4 | SPSC |
Sps Commerce Inc
|
600 | $33,402 | |
| 5 | INTU |
Intuit Inc.
This page
|
51 | $22,051 | |
| 6 | ADBE |
Adobe Inc.
|
90 | $21,877 | |
| 7 | NOW |
ServiceNow, Inc.
|
141 | $14,741 | |
| 8 | SHOP |
Shopify Inc.
|
124 | $14,708 |
All Filings in INTU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,051 | 51 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,624 | 10 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,829 | 10 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,876 | 10 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,139 | 10 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,285 | 10 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,210 | 10 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,572 | 10 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,500 | 10 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,250 | 10 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,109 | 10 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,581 | 10 | Shares | Sole | 2023-08-03 | |
| 2022-06-30 | $15,803 | 41 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,386 | 32 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $25,085 | 39 | Shares | Sole | 2022-02-03 | |
| 2021-03-31 | $11,108 | 29 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||