Position in INTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$824,499
-$803,844 QoQ
Shares Held
3,159
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#899
of 1,740 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Checchi Capital Advisers, LLC holds $9,765,304 across 13 Software - Application names. INTU ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
18,662 | $2,923,588 | |
| 2 | ADP |
Automatic Data Processing Inc
|
5,511 | $1,234,188 | |
| 3 | SAP |
Sap SE
|
5,895 | $908,478 | |
| 4 | INTU |
Intuit Inc.
This page
|
3,159 | $824,499 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,966 | $737,879 | |
| 6 | UBER |
Uber Technologies, Inc
|
7,339 | $529,582 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,166 | $512,880 | |
| 8 | ADBE |
Adobe Inc.
|
2,303 | $472,161 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,499 | 3,159 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,628,343 | 3,766 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,309,196 | 3,486 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,702,957 | 3,958 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,534,095 | 4,487 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,748,833 | 4,477 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,733,975 | 4,350 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,695,761 | 4,341 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,722,821 | 4,143 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,661,100 | 4,094 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,570,123 | 4,112 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,081,058 | 4,073 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,229,323 | 2,683 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,154,699 | 2,590 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,042,331 | 2,678 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,025,236 | 2,647 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $955,120 | 2,478 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,127,569 | 2,345 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,433,094 | 2,228 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,195,014 | 2,215 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,067,100 | 2,177 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $841,199 | 2,196 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $844,406 | 2,223 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $781,925 | 2,397 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $704,636 | 2,379 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $494,270 | 2,149 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||