Position in INTU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$896,993,925
+$259,945,277 QoQ
Shares Held
2,074,550
+115.7% QoQ
Ownership
0.758%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68.90289460364897.ToString("F0")%
Shared 0.ToString("F0")%
None 31.097105396351015.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2026CallValue
$28,450,604
CallShares
65,800
PutValue
$14,311,778
PutShares
33,100
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 Mar 31, 2026UBS Group AG holds $13,319,627,816 across 216 Software - Application names. INTU ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
18,071,349 | $1,299,872,128 | |
| 2 | CRM |
Salesforce, Inc.
|
6,813,315 | $1,271,841,506 | |
| 3 | INTU |
Intuit Inc.
This page
|
2,074,550 | $896,993,925 | |
| 4 | MSTR |
Strategy Inc
|
6,311,364 | $787,658,226 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,971,847 | $603,819,871 | |
| 6 | SHOP |
Shopify Inc.
|
4,730,646 | $561,149,224 | |
| 7 | ADBE |
Adobe Inc.
|
2,162,528 | $525,667,302 | |
| 8 | SNOW |
Snowflake Inc.
|
3,256,071 | $491,080,624 |
All Filings in INTU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,311,778 | 33,100 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $28,450,604 | 65,800 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $896,993,925 | 2,074,550 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $212,239,368 | 320,400 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $637,048,648 | 961,699 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $699,387,932 | 1,024,129 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $158,981,448 | 232,800 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $18,370,279 | 26,900 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $893,646,570 | 1,134,602 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $21,974,877 | 27,900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $27,173,235 | 34,500 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $429,793 | 700 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $622,152,380 | 1,013,294 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $665,165,432 | 1,058,338 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $13,198,500 | 21,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $16,341,000 | 26,000 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $640,403,145 | 1,031,245 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $25,585,200 | 41,200 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $29,870,100 | 48,100 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $19,453,416 | 29,600 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $664,937,471 | 1,011,758 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $17,481,786 | 26,600 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $28,015,000 | 43,100 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $632,643,050 | 973,297 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $23,530,000 | 36,200 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $27,715,705 | 44,343 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $61,310,442 | 98,092 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $641,541,414 | 1,026,417 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $399,925,509 | 782,725 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $67,086,422 | 131,300 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $340,058,076 | 742,177 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $5,498,280 | 12,000 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $50,400,900 | 110,000 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $25,635,225 | 57,500 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $187,311,906 | 420,142 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,359,264 | 11,200 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $111,228,563 | 285,773 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,936,600 | 5,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $84,489,207 | 218,138 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,158,464 | 5,600 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $1,927,200 | 5,000 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $104,729,443 | 271,714 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,404,200 | 5,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $1,154,016 | 2,400 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $199,046,117 | 413,955 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $276,767,271 | 430,284 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $10,098,554 | 15,700 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $15,372,958 | 23,900 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $3,075,207 | 5,700 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $245,184,633 | 454,458 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||