Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,056,867
-$1,074,330 QoQ
Shares Held
16,321
+33.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Advisory Services Network, LLC holds $80,758,633 across 121 Software - Application names. INTU ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
96,692 | $10,109,140 | |
| 2 | SHOP |
Shopify Inc.
|
70,827 | $8,401,491 | |
| 3 | INTU |
Intuit Inc.
This page
|
16,321 | $7,056,867 | |
| 4 | CRM |
Salesforce, Inc.
|
36,368 | $6,788,809 | |
| 5 | UBER |
Uber Technologies, Inc
|
86,718 | $6,237,617 | |
| 6 | ADBE |
Adobe Inc.
|
18,886 | $4,590,804 | |
| 7 | IDCC |
InterDigital, Inc.
|
14,008 | $4,230,416 | |
| 8 | MSTR |
Strategy Inc
|
30,487 | $3,804,774 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,056,867 | 16,321 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,131,197 | 12,275 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,296,445 | 13,613 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $10,708,608 | 13,596 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $6,621,258 | 10,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,348,990 | 13,284 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,581,168 | 12,208 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,023,215 | 12,208 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,656,350 | 11,779 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,132,215 | 11,411 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,878,359 | 11,505 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,372,730 | 11,726 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,100,737 | 11,441 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,563,601 | 11,725 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,743,505 | 12,247 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,184,934 | 13,452 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,800,038 | 14,142 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $8,528,452 | 13,259 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,594,428 | 12,223 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $5,504,608 | 11,230 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,911,976 | 12,823 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $4,941,467 | 13,009 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,161,132 | 12,756 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,789,157 | 12,793 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,068,430 | 13,341 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||