Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,380,581
-$1,369,450 QoQ
Shares Held
9,121
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#630
of 1,740 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Allen Capital Group, LLC holds $14,599,952 across 8 Software - Application names. INTU ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
23,223 | $5,910,253 | |
| 2 | UBER |
Uber Technologies, Inc
|
48,608 | $3,507,553 | |
| 3 | INTU |
Intuit Inc.
This page
|
9,121 | $2,380,581 | |
| 4 | ADBE |
Adobe Inc.
|
8,550 | $1,752,921 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,356 | $333,183 | |
| 6 | INTA |
Intapp, Inc.
|
10,663 | $268,814 | |
| 7 | SHOP |
Shopify Inc.
|
2,025 | $231,214 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
574 | $215,433 |
All Filings in INTU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,380,581 | 9,121 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,750,031 | 8,673 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $4,922,443 | 7,431 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,873,245 | 7,136 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,943,953 | 6,277 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,589,385 | 5,846 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||