Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Position in INTU — Intuit Inc.

CIK 1599852 FORT WORTH, TX

Back to INTU Full portfolio

Position in INTU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$340,083

-$136,832 QoQ

Shares Held

1,303

+18.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,173

of 1,744 holders

Holding Since

Jun 2021

3 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, 2026

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds $2,418,862 across 3 Software - Application names. INTU ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	18,643	$1,833,166
2	INTU	Intuit Inc. This page	1,303	$340,083
3	ADBE	Adobe Inc.	1,198	$245,613

All Filings in INTU

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,083	1,303	+18.1%	Shares	Sole	2026-08-14
2026-03-31	$476,915	1,103	+120.6%	Shares	Sole	2026-05-15
2021-06-30	$245,085	500	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.