Position in INTU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$176,436
-$115,852 QoQ
Shares Held
676
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#336
of 465 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 13%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $2,086,368 across 13 Software - Application names. INTU ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,025 | $1,125,348 | |
| 2 | ADSK |
Autodesk, Inc.
|
1,201 | $233,498 | |
| 3 | INTU |
Intuit Inc.
This page
|
676 | $176,436 | |
| 4 | PAYX |
Paychex Inc
|
1,721 | $169,225 | |
| 5 | ADBE |
Adobe Inc.
|
695 | $142,488 | |
| 6 | CRM |
Salesforce, Inc.
|
886 | $138,799 | |
| 7 | ASUR |
Asure Software Inc
|
5,000 | $39,700 | |
| 8 | NOW |
ServiceNow, Inc.
|
205 | $20,352 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,436 | 676 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $292,288 | 676 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $447,795 | 676 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $446,623 | 654 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $515,110 | 654 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $529,258 | 862 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $537,367 | 855 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $518,535 | 835 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $548,770 | 835 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $539,500 | 830 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $518,774 | 830 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $404,153 | 791 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $375,257 | 819 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $351,313 | 788 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $306,704 | 788 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $313,341 | 809 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $303,725 | 788 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $378,901 | 788 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $631,641 | 982 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $517,928 | 960 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $470,562 | 960 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $357,011 | 932 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $354,019 | 932 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $308,920 | 947 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $284,046 | 959 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $217,810 | 947 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||