Position in INTU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$39,847,392
-$23,486,332 QoQ
Shares Held
152,672
+4.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#163
of 1,734 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $562,850,418 across 63 Software - Application names. INTU ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
442,093 | $99,006,726 | |
| 2 | PAYX |
Paychex Inc
|
888,495 | $87,365,713 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
125,924 | $47,261,794 | |
| 4 | ADBE |
Adobe Inc.
|
216,444 | $44,375,348 | |
| 5 | NOW |
ServiceNow, Inc.
|
402,358 | $39,946,101 | |
| 6 | INTU |
Intuit Inc.
This page
|
152,672 | $39,847,392 | |
| 7 | CRM |
Salesforce, Inc.
|
197,304 | $30,909,644 | |
| 8 | UBER |
Uber Technologies, Inc
|
410,821 | $29,644,842 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,847,392 | 152,672 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $63,333,724 | 146,477 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $72,704,568 | 109,756 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $71,962,323 | 105,376 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $85,248,345 | 108,234 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $56,517,779 | 92,050 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $44,099,959 | 70,167 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $36,901,683 | 59,423 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $48,316,764 | 73,518 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $44,476,900 | 68,426 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $36,187,986 | 57,898 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $25,964,437 | 50,817 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $22,510,416 | 49,129 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $15,772,572 | 35,378 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $11,806,598 | 30,334 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $13,101,486 | 33,826 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $13,065,644 | 33,898 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $21,385,358 | 44,475 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $31,571,809 | 49,084 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $27,271,690 | 50,549 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $20,999,372 | 42,841 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $13,673,709 | 35,696 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $13,544,691 | 35,658 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $713,747 | 2,188 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $648,063 | 2,188 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $503,240 | 2,188 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||