Betterment LLC

Position in INTU — Intuit Inc.

CIK 1633901 NEW YORK, NY

Position in INTU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$327,816

-$64,785 QoQ

Shares Held

1,256

+38.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,195

of 1,740 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Betterment LLC holds $2,002,702 across 6 Software - Application names. INTU ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	4,624	$459,070
2	CRM	Salesforce, Inc.	2,238	$350,605
3	INTU	Intuit Inc. This page	1,256	$327,816
4	MSTR	Strategy Inc	3,561	$309,557
5	UBER	Uber Technologies, Inc	3,967	$286,258
6	ADBE	Adobe Inc.	1,314	$269,396

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,816	1,256	+38.3%	Shares	Sole	2026-08-14
2026-03-31	$392,601	908	+15.8%	Shares	Sole	2026-05-14
2025-12-31	$519,337	784	+0.6%	Shares	Sole	2026-02-12
2025-09-30	$531,986	779	+2.1%	Shares	Sole	2025-11-13
2025-06-30	$600,961	763	+1.5%	Shares	Sole	2025-08-14
2025-03-31	$461,720	752	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$468,861	746	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$462,645	745	+6.0%	Shares	Sole	2024-11-14
2024-06-30	$462,018	703	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$456,300	702	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.