Position in INTU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$620,658
+$277,781 QoQ
Shares Held
2,378
+199.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#970
of 1,740 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LVZ, Inc. holds $1,613,705 across 2 Software - Application names. INTU ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APPF |
Appfolio Inc
|
6,193 | $993,047 | |
| 2 | INTU |
Intuit Inc.
This page
|
2,378 | $620,658 |
All Filings in INTU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,658 | 2,378 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $342,877 | 793 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $487,541 | 736 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $432,282 | 633 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||