MISSION WEALTH MANAGEMENT, LP

Position in INTU — Intuit Inc.

CIK 1645382 Santa Barbara, CA

Back to INTU Full portfolio

Position in INTU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,335,689

+$322,528 QoQ

Shares Held

8,949

+92.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#636

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in INTU Over Time

Shares Held

Position Value (USD)

Derivatives in INTU

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$475,618

PutShares

1,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. INTU ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	37,028	$8,292,420
2	CDNS	Cadence Design Systems Inc	12,056	$4,524,857
3	CRM	Salesforce, Inc.	17,471	$2,737,006
4	SHOP	Shopify Inc.	23,152	$2,643,495
5	NOW	ServiceNow, Inc.	26,193	$2,600,441
6	INTU	Intuit Inc. This page	8,949	$2,335,689
7	APPF	Appfolio Inc	14,067	$2,255,643
8	ADBE	Adobe Inc.	7,340	$1,504,846

All Filings in INTU

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,335,689	8,949	+92.2%	Shares	Sole	2026-07-20
2026-03-31	$2,013,161	4,656	+5.3%	Shares	Sole	2026-05-15
2026-03-31	$475,618	1,100	0.0%	Put	Sole	2026-05-15
2025-12-31	$2,928,558	4,421	-0.3%	Shares	Sole	2026-02-05
2025-12-31	$728,662	1,100	0.0%	Put	Sole	2026-02-05
2025-09-30	$3,027,340	4,433	-48.3%	Shares	Sole	2025-11-04
2025-09-30	$751,201	1,100	-8.3%	Put	Sole	2025-11-04
2025-06-30	$1,417,734	1,800	0.0%	Put	Sole	2025-08-05
2025-06-30	$6,752,351	8,573	-1.0%	Shares	Sole	2025-08-05
2025-03-31	$5,318,995	8,663	-28.5%	Shares	Sole	2025-04-17
2025-03-31	$1,105,182	1,800	0.0%	Put	Sole	2025-04-17
2024-12-31	$7,615,534	12,117	-1.3%	Shares	Sole	2025-02-06
2024-09-30	$7,627,122	12,282	+35.8%	Shares	Sole	2024-10-31
2024-06-30	$5,943,807	9,044	+3.1%	Shares	Sole	2024-08-05
2024-06-30	$1,182,978	1,800	0.0%	Put	Sole	2024-08-05
2024-03-31	$1,170,000	1,800	+50.0%	Put	Sole	2024-04-30
2024-03-31	$5,703,100	8,774	+139.3%	Shares	Sole	2024-04-30
2023-12-31	$2,291,985	3,667	+0.4%	Shares	Sole	2024-02-05
2023-09-30	$1,866,974	3,654	-2.6%	Shares	Sole	2023-10-24
2023-06-30	$1,718,212	3,750	-7.8%	Shares	Sole	2023-08-04
2023-06-30	$549,828	1,200	0.0%	Put	Sole	2023-08-04
2023-03-31	$534,996	1,200	0.0%	Put	Sole	2023-04-07
2023-03-31	$1,814,082	4,069	-2.9%	Shares	Sole	2023-04-07
2022-12-31	$1,631,610	4,192	+1.6%	Shares	Sole	2023-02-02
2022-12-31	$467,064	1,200	0.0%	Put	Sole	2023-02-02
2022-09-30	$464,784	1,200	0.0%	Put	Sole	2022-10-12
2022-09-30	$1,598,856	4,128	+10.8%	Shares	Sole	2022-10-12
2022-06-30	$462,528	1,200	—	Put	Sole	2022-07-27
2022-06-30	$1,435,764	3,725	+17.7%	Shares	Sole	2022-07-27
2022-03-31	$1,521,377	3,164	+0.5%	Shares	Sole	2022-04-25
2022-03-31	$577,008	1,200	—	Put	Sole	2022-04-25
2021-12-31	$2,025,499	3,149	+5.6%	Shares	Sole	2022-02-11
2021-09-30	$1,609,358	2,983	+162.8%	Shares	Sole	2021-11-05
2021-06-30	$556,342	1,135	+1.4%	Shares	Sole	2021-08-10
2021-03-31	$428,644	1,119	-1.8%	Shares	Sole	2021-05-10
2020-12-31	$432,649	1,139	-7.5%	Shares	Sole	2021-01-19
2020-09-30	$401,564	1,231	-1.8%	Shares	Sole	2020-10-16
2020-06-30	$371,422	1,254	-19.7%	Shares	Sole	2020-08-03
2020-03-31	$359,030	1,561	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.