Position in INTU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$589,860
-$406,343 QoQ
Shares Held
2,260
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#106
of 248 holders
Holding Since
Mar 2020
25 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, 2026JACOBSON & SCHMITT ADVISORS, LLC holds $6,324,582 across 2 Software - Application names. INTU ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTAN |
ServiceTitan, Inc.
|
81,102 | $5,734,722 | |
| 2 | INTU |
Intuit Inc.
This page
|
2,260 | $589,860 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,860 | 2,260 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $996,203 | 2,304 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,566,623 | 2,365 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,733,908 | 2,539 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,187,248 | 2,777 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $1,927,609 | 3,067 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,920,132 | 3,092 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,082,698 | 3,169 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,037,100 | 3,134 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,958,844 | 3,134 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,633,475 | 3,197 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,464,833 | 3,197 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,425,318 | 3,197 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,330,353 | 3,418 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,323,859 | 3,418 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,326,299 | 3,441 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,763,240 | 3,667 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,435,230 | 3,786 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,056,072 | 3,811 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,907,741 | 3,892 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,580,888 | 4,127 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,683,495 | 4,432 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,520,464 | 4,661 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,427,635 | 4,820 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,177,370 | 5,119 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||