Position in INTU
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,767,137
-$524,173 QoQ
Shares Held
4,087
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
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, 2026IFP Advisors, Inc holds $46,136,996 across 126 Software - Application names. INTU ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
136,445 | $9,814,488 | |
| 2 | CRM |
Salesforce, Inc.
|
31,538 | $5,887,198 | |
| 3 | NOW |
ServiceNow, Inc.
|
54,735 | $5,722,544 | |
| 4 | ADBE |
Adobe Inc.
|
22,926 | $5,572,852 | |
| 5 | ADP |
Automatic Data Processing Inc
|
15,876 | $3,225,685 | |
| 6 | SNOW |
Snowflake Inc.
|
15,242 | $2,298,798 | |
| 7 | INTU |
Intuit Inc.
This page
|
4,087 | $1,767,137 | |
| 8 | ROP |
Roper Technologies Inc
|
4,732 | $1,674,465 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,767,137 | 4,087 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,291,310 | 3,459 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,399,062 | 3,513 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,840,193 | 3,606 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,374,913 | 3,868 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,489,488 | 3,961 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,438,046 | 3,926 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,391,587 | 3,639 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,100,150 | 3,231 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,951,343 | 3,122 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,639,095 | 3,208 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,540,892 | 7,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,301,810 | 11,892 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,271,595 | 13,544 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,514,541 | 9,074 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,066,946 | 7,957 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,826,043 | 7,957 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $5,645,541 | 8,777 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,861,524 | 9,011 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $4,124,780 | 8,415 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,120,023 | 8,145 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,871,666 | 7,560 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,464,190 | 7,554 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,959,296 | 6,615 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $871,010 | 3,787 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||