Position in INTU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$647,272
-$181,780 QoQ
Shares Held
1,497
+23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026First Affirmative Financial Network holds $6,517,992 across 9 Software - Application names. INTU ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
9,383 | $1,606,463 | |
| 2 | CRM |
Salesforce, Inc.
|
5,169 | $964,897 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,102 | $833,444 | |
| 4 | INTU |
Intuit Inc.
This page
|
1,497 | $647,272 | |
| 5 | SHOP |
Shopify Inc.
|
4,732 | $561,309 | |
| 6 | NOW |
ServiceNow, Inc.
|
5,118 | $535,086 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,823 | $506,557 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,907 | $456,535 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $647,272 | 1,497 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $829,052 | 1,214 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $815,197 | 1,035 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $615,217 | 1,002 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $709,576 | 1,129 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $757,620 | 1,220 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $839,257 | 1,277 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $848,250 | 1,305 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $828,164 | 1,325 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $670,353 | 1,312 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $543,413 | 1,186 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $409,717 | 919 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $338,232 | 869 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $253,307 | 654 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $249,765 | 648 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $312,065 | 649 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $446,394 | 694 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $379,275 | 703 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||