Position in INTU
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$7,350
-$3,911 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $25,518 across 8 Software - Application names. INTU ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
38 | $9,097 | |
| 2 | INTU |
Intuit Inc.
This page
|
17 | $7,350 | |
| 3 | NOW |
ServiceNow, Inc.
|
67 | $7,004 | |
| 4 | YOU |
Clear Secure, Inc.
|
14 | $677 | |
| 5 | DOCU |
Docusign, Inc.
|
11 | $521 | |
| 6 | ADBE |
Adobe Inc.
|
2 | $486 | |
| 7 | PEGA |
Pegasystems Inc
|
9 | $383 | |
| 8 | CSGS |
Csg Systems International Inc
|
6 | $0 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,350 | 17 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,261 | 17 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,674,495 | 2,452 | Shares | Sole | 2025-10-10 | |
| 2024-12-31 | $15,712 | 25 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $14,904 | 24 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,378,826 | 2,098 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,087,800 | 3,212 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,823,885 | 4,518 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $321,892 | 630 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,832 | 4 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $1,783 | 4 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $2,323 | 6 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,781 | 15 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,731 | 14 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $3,045,003 | 4,734 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,003,740 | 3,714 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,188,662 | 2,425 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,532 | 4 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $795,026 | 2,093 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,240 | 13 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,850 | 13 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||