Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$566,109
+$349,498 QoQ
Shares Held
2,169
+563.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#996
of 1,740 holders
Holding Since
Mar 2020
18 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, 2026HighPoint Advisor Group LLC holds $8,898,756 across 11 Software - Application names. INTU ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
11,302 | $1,770,571 | |
| 2 | UBER |
Uber Technologies, Inc
|
24,256 | $1,750,312 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,400 | $1,433,280 | |
| 4 | SHOP |
Shopify Inc.
|
7,397 | $844,589 | |
| 5 | NOW |
ServiceNow, Inc.
|
7,179 | $712,731 | |
| 6 | SNOW |
Snowflake Inc.
|
2,669 | $679,260 | |
| 7 | INTU |
Intuit Inc.
This page
|
2,169 | $566,109 | |
| 8 | SAP |
Sap SE
|
2,278 | $351,062 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,109 | 2,169 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $216,611 | 327 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $2,494,670 | 3,653 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,761,430 | 3,506 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,100,459 | 3,421 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,044,510 | 3,253 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,541,132 | 4,092 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,764,225 | 4,206 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,768,350 | 4,259 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,743,256 | 4,389 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $1,243,814 | 3,227 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $1,135,668 | 2,105 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,126,410 | 2,298 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $577,271 | 1,507 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $454,300 | 1,196 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $361,440 | 1,108 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $309,222 | 1,044 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $238,280 | 1,036 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||