Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,248,363
+$493,428 QoQ
Shares Held
4,783
+173.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#781
of 1,740 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wealthspire Advisors, LLC holds $33,858,836 across 19 Software - Application names. INTU ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
38,180 | $5,981,278 | |
| 2 | UBER |
Uber Technologies, Inc
|
75,428 | $5,442,884 | |
| 3 | NOW |
ServiceNow, Inc.
|
52,188 | $5,181,224 | |
| 4 | SHOP |
Shopify Inc.
|
44,716 | $5,105,672 | |
| 5 | ADP |
Automatic Data Processing Inc
|
12,886 | $2,885,819 | |
| 6 | MSTR |
Strategy Inc
|
21,715 | $1,887,684 | |
| 7 | PAYX |
Paychex Inc
|
13,969 | $1,373,571 | |
| 8 | INTU |
Intuit Inc.
This page
|
4,783 | $1,248,363 |
All Filings in INTU
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,363 | 4,783 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $754,935 | 1,746 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,993,475 | 4,519 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,365,820 | 2,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,849,355 | 2,348 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,267,889 | 2,065 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,431,094 | 2,277 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,350,675 | 2,175 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,452,434 | 2,210 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,526,200 | 2,348 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,547,574 | 2,476 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,224,723 | 2,397 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $443,527 | 968 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $412,838 | 926 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $325,348 | 840 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $357,302 | 927 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $435,641 | 906 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,008,568 | 1,568 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $920,943 | 1,707 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $454,387 | 927 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,460,224 | 3,812 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,236,031 | 3,254 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $576,086 | 1,766 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $503,523 | 1,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $939,780 | 4,086 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||