Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,676,185
-$1,989,290 QoQ
Shares Held
14,085
+7.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#109
of 626 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $66,645,809 across 28 Software - Application names. INTU ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
174,012 | $12,556,705 | |
| 2 | CRM |
Salesforce, Inc.
|
66,761 | $10,458,778 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,896 | $6,716,726 | |
| 4 | ADP |
Automatic Data Processing Inc
|
26,980 | $6,042,171 | |
| 5 | SHOP |
Shopify Inc.
|
44,719 | $5,106,015 | |
| 6 | DDOG |
Datadog, Inc.
|
14,197 | $3,696,330 | |
| 7 | INTU |
Intuit Inc.
This page
|
14,085 | $3,676,185 | |
| 8 | MSTR |
Strategy Inc
|
33,625 | $2,923,021 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,676,185 | 14,085 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,665,475 | 13,103 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,035,817 | 12,131 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,786,076 | 9,937 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,086,514 | 6,458 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,965,761 | 6,459 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,656,556 | 7,409 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,826,171 | 4,551 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,247,658 | 3,420 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,400,450 | 3,693 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,023,222 | 3,237 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $944,728 | 1,849 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $634,593 | 1,385 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $621,487 | 1,394 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,688,825 | 4,339 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,390,151 | 6,171 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,995,422 | 5,177 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,496,854 | 3,113 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $2,650,709 | 4,121 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,537,063 | 2,849 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,134,253 | 2,314 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $880,271 | 2,298 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $716,776 | 1,887 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||