Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,228,025
-$5,544,573 QoQ
Shares Held
31,525
-1.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#386
of 1,739 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$26,100
PutShares
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, 2026Lido Advisors, LLC holds $188,357,886 across 35 Software - Application names. INTU ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
283,141 | $44,356,868 | |
| 2 | SNOW |
Snowflake Inc.
|
114,212 | $29,066,954 | |
| 3 | NOW |
ServiceNow, Inc.
|
267,340 | $26,541,514 | |
| 4 | UBER |
Uber Technologies, Inc
|
228,189 | $16,466,116 | |
| 5 | SHOP |
Shopify Inc.
|
86,291 | $9,852,706 | |
| 6 | ADP |
Automatic Data Processing Inc
|
40,364 | $9,039,516 | |
| 7 | INTU |
Intuit Inc.
This page
|
31,525 | $8,228,025 | |
| 8 | ADBE |
Adobe Inc.
|
32,145 | $6,590,366 |
All Filings in INTU
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,228,025 | 31,525 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $26,100 | 100 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $129,714 | 300 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $13,772,598 | 31,853 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $662,420 | 1,000 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $21,577,004 | 32,573 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $682,910 | 1,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $22,266,962 | 32,606 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,277,121 | 6,700 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $28,837,495 | 36,613 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,903,369 | 3,100 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $19,022,022 | 30,981 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,623,711 | 29,632 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $4,210,950 | 6,700 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $5,092,200 | 8,200 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $16,748,370 | 26,970 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,195,130 | 29,207 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $657,210 | 1,000 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $18,863,650 | 29,021 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $650,000 | 1,000 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $10,171,111 | 16,273 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $625,030 | 1,000 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $7,833,731 | 15,332 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,495,070 | 20,723 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $8,308,932 | 18,637 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,057,510 | 2,717 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $591,437 | 1,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $503,384 | 1,306 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $635,189 | 1,321 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $756,426 | 1,176 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $498,012 | 1,016 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $367,354 | 959 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,747,310 | 4,600 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $371,226 | 1,138 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $306,260 | 1,034 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $453,560 | 1,972 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||