Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$611,262
-$483,091 QoQ
Shares Held
2,342
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#977
of 1,740 holders
Holding Since
Sep 2021
20 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, 2026NorthRock Partners, LLC holds $8,633,515 across 12 Software - Application names. INTU ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
17,677 | $2,769,278 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,742 | $838,020 | |
| 3 | SNOW |
Snowflake Inc.
|
2,747 | $699,111 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,807 | $678,203 | |
| 5 | SHOP |
Shopify Inc.
|
5,673 | $647,743 | |
| 6 | ADBE |
Adobe Inc.
|
3,075 | $630,436 | |
| 7 | INTU |
Intuit Inc.
This page
|
2,342 | $611,262 | |
| 8 | UBER |
Uber Technologies, Inc
|
8,208 | $592,289 |
All Filings in INTU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,262 | 2,342 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,094,353 | 2,531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $482,241 | 728 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,161,190 | 4,629 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,870,123 | 3,644 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $2,093,705 | 3,410 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,069,650 | 3,293 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $2,267,271 | 3,651 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $2,024,206 | 3,080 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $1,808,950 | 2,783 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $1,601,326 | 2,562 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $588,091 | 1,151 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $445,818 | 973 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $495,762 | 1,112 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $528,171 | 1,357 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $459,361 | 1,186 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $241,285 | 626 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $414,003 | 861 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $528,726 | 822 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $252,490 | 468 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||