Position in INTU
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,084,409
-$170,214 QoQ
Shares Held
2,508
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Capital Investment Advisors, LLC holds $14,542,783 across 13 Software - Application names. INTU ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,867 | $2,401,882 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
8,293 | $2,304,375 | |
| 3 | NOW |
ServiceNow, Inc.
|
18,174 | $1,900,091 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,852 | $1,798,549 | |
| 5 | ADBE |
Adobe Inc.
|
7,318 | $1,778,859 | |
| 6 | INTU |
Intuit Inc.
This page
|
2,508 | $1,084,409 | |
| 7 | PAYX |
Paychex Inc
|
8,189 | $754,370 | |
| 8 | UBER |
Uber Technologies, Inc
|
7,314 | $526,096 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,084,409 | 2,508 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,254,623 | 1,894 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,389,038 | 2,034 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,649,297 | 2,094 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,221,226 | 1,989 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,358,817 | 2,162 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,297,269 | 2,089 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,327,564 | 2,020 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,354,600 | 2,084 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,477,570 | 2,364 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $543,640 | 1,064 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $597,937 | 1,305 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $632,632 | 1,419 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $680,745 | 1,749 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,101,538 | 2,844 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,127,797 | 2,926 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,408,861 | 2,930 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,923,871 | 2,991 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,660,611 | 3,078 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,644,030 | 3,354 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,256,436 | 3,280 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,252,365 | 3,297 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,053,984 | 3,231 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $910,488 | 3,074 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||