Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,315,179
-$565,241 QoQ
Shares Held
5,039
+15.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#774
of 1,751 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,924,582 across 25 Software - Application names. INTU ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
36,566 | $5,728,429 | |
| 2 | NOW |
ServiceNow, Inc.
|
54,637 | $5,424,361 | |
| 3 | UBER |
Uber Technologies, Inc
|
50,584 | $3,650,141 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,253 | $2,744,059 | |
| 5 | SNOW |
Snowflake Inc.
|
8,997 | $2,289,736 | |
| 6 | SAP |
Sap SE
|
9,477 | $1,460,500 | |
| 7 | INTU |
Intuit Inc.
This page
|
5,039 | $1,315,179 | |
| 8 | CHYM |
Chime Financial, Inc.
|
57,137 | $1,170,165 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,179 | 5,039 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,880,420 | 4,349 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,972,786 | 7,507 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,197,847 | 6,147 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,377,647 | 5,558 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,218,535 | 5,242 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,012,400 | 4,793 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,875,851 | 4,631 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,161,563 | 3,289 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,786,850 | 2,749 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,523,198 | 2,437 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,295,743 | 2,536 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,044,215 | 2,279 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $922,422 | 2,069 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $951,642 | 2,445 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $893,159 | 2,306 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $870,708 | 2,259 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $932,348 | 1,939 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $927,523 | 1,442 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $592,921 | 1,099 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $526,932 | 1,075 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $408,725 | 1,067 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $363,136 | 956 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $295,220 | 905 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $280,491 | 947 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $229,770 | 999 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||