Position in INTU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$734,454
+$525,183 QoQ
Shares Held
2,814
+481.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#924
of 1,740 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Proficio Capital Partners LLC holds $17,109,845 across 26 Software - Application names. INTU ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
98,703 | $7,122,408 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
2,607 | $978,459 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,996 | $894,904 | |
| 4 | INTU |
Intuit Inc.
This page
|
2,814 | $734,454 | |
| 5 | DDOG |
Datadog, Inc.
|
2,471 | $643,349 | |
| 6 | DT |
Dynatrace, Inc.
|
12,197 | $535,570 | |
| 7 | ZM |
Zoom Communications, Inc.
|
5,697 | $491,708 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,590 | $455,695 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,454 | 2,814 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $209,271 | 484 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $325,248 | 491 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $354,430 | 519 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,411,432 | 1,792 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,007,557 | 1,641 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,064,050 | 1,693 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $588,087 | 947 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,181,663 | 1,798 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,149,850 | 1,769 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,026,924 | 1,643 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $837,430 | 1,639 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $758,304 | 1,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $717,786 | 1,610 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $628,590 | 1,615 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $627,071 | 1,619 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $597,432 | 1,550 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $702,026 | 1,460 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $977,051 | 1,519 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $806,027 | 1,494 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $804,368 | 1,641 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $634,347 | 1,656 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $272,352 | 717 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $218,560 | 670 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||