Position in INTU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,281,031
-$2,164,795 QoQ
Shares Held
12,571
-0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#555
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$9,000
PutShares
700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. INTU ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
This page
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in INTU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,281,031 | 12,571 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,445,826 | 12,595 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,775,231 | 10,228 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,688,420 | 9,794 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,286,365 | 9,251 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,890,620 | 9,594 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,794,141 | 9,219 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,873,418 | 9,458 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,932,251 | 10,548 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,747,650 | 10,381 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $6,529,063 | 10,446 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,309,688 | 10,392 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,695,072 | 10,247 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,242,521 | 7,273 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,902,118 | 4,887 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,697,236 | 4,382 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,751,824 | 4,545 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,939,227 | 4,033 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,560,015 | 3,980 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,590,727 | 4,802 | Shares | Sole | 2021-10-28 | |
| 2021-09-30 | $9,000 | 700 | Put | Sole | 2021-10-28 | |
| 2021-06-30 | $2,014,108 | 4,109 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,073,120 | 5,412 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,311,152 | 8,717 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,768,870 | 8,488 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,764,045 | 9,332 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,882,780 | 8,186 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||