Abacus Planning Group, Inc.

Position in INTU — Intuit Inc.

CIK 1602730 COLUMBIA, SC

Position in INTU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$739,413

-$504,111 QoQ

Shares Held

2,833

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#922

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abacus Planning Group, Inc. holds $4,798,834 across 5 Software - Application names. INTU ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WK	Workiva Inc	52,954	$2,568,798
2	ROP	Roper Technologies Inc	2,430	$822,287
3	INTU	Intuit Inc. This page	2,833	$739,413
4	ADBE	Adobe Inc.	2,145	$439,767
5	CDNS	Cadence Design Systems Inc	609	$228,569

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,413	2,833	-1.5%	Shares	Sole	2026-07-20
2026-03-31	$1,243,524	2,876	-3.4%	Shares	Sole	2026-04-08
2025-12-31	$1,972,686	2,978	+2.9%	Shares	Sole	2026-01-16
2025-09-30	$1,976,341	2,894	+0.9%	Shares	Sole	2025-10-22
2025-06-30	$2,258,135	2,867	+1.4%	Shares	Sole	2025-07-21
2025-03-31	$1,735,749	2,827	-0.1%	Shares	Sole	2025-04-14
2024-12-31	$1,778,655	2,830	-0.5%	Shares	Sole	2025-02-03
2024-09-30	$1,766,124	2,844	+6.9%	Shares	Sole	2024-10-02
2024-06-30	$1,748,178	2,660	+0.4%	Shares	Sole	2024-07-31
2024-03-31	$1,721,850	2,649	+0.3%	Shares	Sole	2024-04-12
2023-12-31	$1,651,329	2,642	-1.7%	Shares	Sole	2024-01-19
2023-09-30	$1,373,917	2,689	0.0%	Shares	Sole	2023-10-11
2023-06-30	$1,232,072	2,689	+0.3%	Shares	Sole	2023-07-07
2023-03-31	$1,195,716	2,682	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,043,888	2,682	-0.3%	Shares	Sole	2023-01-19
2022-09-30	$1,041,890	2,690	0.0%	Shares	Sole	2022-10-19
2022-06-30	$1,036,833	2,690	-1.5%	Shares	Sole	2022-07-18
2022-03-31	$1,313,174	2,731	0.0%	Shares	Sole	2022-04-13
2021-12-31	$1,756,633	2,731	+0.9%	Shares	Sole	2022-01-18
2021-09-30	$1,459,914	2,706	+0.3%	Shares	Sole	2021-10-19
2021-06-30	$1,322,478	2,698	-14.0%	Shares	Sole	2021-07-20
2021-03-31	$1,202,042	3,138	-3.4%	Shares	Sole	2021-04-27
2020-12-31	$1,233,752	3,248	-2.3%	Shares	Sole	2021-02-01
2020-09-30	$1,083,995	3,323	-7.9%	Shares	Sole	2020-11-03
2020-06-30	$1,068,653	3,608	-3.2%	Shares	Sole	2020-08-11
2020-03-31	$857,440	3,728	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.