Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,021,944
-$4,341,002 QoQ
Shares Held
26,904
+2.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#419
of 1,744 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $145,465,326 across 85 Software - Application names. INTU ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,658 | $21,198,659 | |
| 2 | UBER |
Uber Technologies, Inc
|
255,446 | $18,432,983 | |
| 3 | NOW |
ServiceNow, Inc.
|
150,324 | $14,924,166 | |
| 4 | CRM |
Salesforce, Inc.
|
90,082 | $14,112,246 | |
| 5 | SHOP |
Shopify Inc.
|
88,161 | $10,066,222 | |
| 6 | INTU |
Intuit Inc.
This page
|
26,904 | $7,021,944 | |
| 7 | SNOW |
Snowflake Inc.
|
26,076 | $6,636,342 | |
| 8 | MSTR |
Strategy Inc
|
73,145 | $6,205,575 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,021,944 | 26,904 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,362,946 | 26,280 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $66,095,605 | 99,779 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,064,139 | 32,309 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,913,234 | 30,361 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,483,175 | 26,846 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,792,150 | 29,900 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,458,794 | 28,114 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,444,818 | 21,979 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $11,957,400 | 18,396 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,698,013 | 17,116 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,446,439 | 14,574 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,458,646 | 14,096 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,947,372 | 13,340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,874,591 | 12,524 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,211,390 | 13,455 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,273,590 | 13,682 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,635,111 | 13,799 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,354,555 | 16,098 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,890,369 | 10,918 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,687,058 | 7,522 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,437,197 | 8,973 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,876,224 | 7,572 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,307,935 | 7,075 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,193,349 | 4,029 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $467,360 | 2,032 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||