Position in INTU
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,197,260
-$546,891 QoQ
Shares Held
2,769
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Anchor Investment Management, LLC holds $14,238,422 across 24 Software - Application names. INTU ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,572 | $4,271,401 | |
| 2 | ADP |
Automatic Data Processing Inc
|
14,531 | $2,952,408 | |
| 3 | INTU |
Intuit Inc.
This page
|
2,769 | $1,197,260 | |
| 4 | CRM |
Salesforce, Inc.
|
6,320 | $1,179,754 | |
| 5 | PAYX |
Paychex Inc
|
12,696 | $1,169,555 | |
| 6 | WDAY |
Workday, Inc.
|
8,673 | $1,126,796 | |
| 7 | SHOP |
Shopify Inc.
|
8,557 | $1,015,031 | |
| 8 | UBER |
Uber Technologies, Inc
|
10,396 | $747,784 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,197,260 | 2,769 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,744,151 | 2,633 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $1,766,688 | 2,587 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,988,765 | 2,525 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,499,363 | 2,442 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,500,858 | 2,388 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,499,715 | 2,415 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $1,488,580 | 2,265 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,496,950 | 2,303 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,299,437 | 2,079 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,160,344 | 2,271 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $1,067,582 | 2,330 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,035,663 | 2,323 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $859,786 | 2,209 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $827,315 | 2,136 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $806,340 | 2,092 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $991,972 | 2,063 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $1,242,057 | 1,931 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $1,025,608 | 1,901 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $947,498 | 1,933 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $685,677 | 1,790 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $305,779 | 805 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $233,240 | 715 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $185,118 | 625 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $143,750 | 625 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||