Position in INTU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,472,971
-$3,472,094 QoQ
Shares Held
10,345
-13.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026Caprock Group, LLC holds $64,990,115 across 29 Software - Application names. INTU ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHYM |
Chime Financial, Inc.
|
470,692 | $8,816,061 | |
| 2 | UBER |
Uber Technologies, Inc
|
111,475 | $8,018,396 | |
| 3 | CRM |
Salesforce, Inc.
|
28,668 | $5,351,455 | |
| 4 | INTU |
Intuit Inc.
This page
|
10,345 | $4,472,971 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
12,566 | $3,491,714 | |
| 6 | SAP |
Sap SE
|
16,944 | $2,900,982 | |
| 7 | ADSK |
Autodesk, Inc.
|
12,028 | $2,879,503 | |
| 8 | NOW |
ServiceNow, Inc.
|
27,170 | $2,840,623 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,472,971 | 10,345 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,945,065 | 11,994 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,305,551 | 12,162 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $5,189,443 | 8,452 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,426,469 | 8,634 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,387,986 | 7,066 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,631,358 | 7,047 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,064,750 | 4,715 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,793,884 | 4,470 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,401,928 | 4,701 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,384,420 | 5,204 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,209,979 | 4,957 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,732,418 | 4,451 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,745,263 | 4,506 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,602,659 | 4,158 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,919,994 | 3,993 | Shares | Sole | 2022-04-12 | |
| 2021-09-30 | $2,064,704 | 3,827 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,659,715 | 3,386 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,325,387 | 3,460 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,280,094 | 3,370 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,092,151 | 3,348 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $945,142 | 3,191 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $400,660 | 1,742 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||