Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$957,609
-$589,879 QoQ
Shares Held
3,669
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#857
of 1,734 holders
Holding Since
Mar 2020
17 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, 2026Krilogy Financial LLC holds $25,082,701 across 35 Software - Application names. INTU ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,389 | $6,017,350 | |
| 2 | SNOW |
Snowflake Inc.
|
6,205 | $1,579,172 | |
| 3 | ALIT |
Alight, Inc. / Delaware
|
6,748 | $1,511,641 | |
| 4 | TEAM |
Atlassian Corp
|
18,293 | $1,423,012 | |
| 5 | NOW |
ServiceNow, Inc.
|
11,052 | $1,097,242 | |
| 6 | INTU |
Intuit Inc.
This page
|
3,669 | $957,609 | |
| 7 | ADBE |
Adobe Inc.
|
4,586 | $940,221 | |
| 8 | DDOG |
Datadog, Inc.
|
3,524 | $917,508 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,609 | 3,669 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,547,488 | 3,579 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,413,858 | 3,644 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,100,411 | 4,540 | Shares | Sole | 2025-11-06 | |
| 2023-03-31 | $1,399,460 | 3,139 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $878,080 | 2,256 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $870,695 | 2,248 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $858,374 | 2,227 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,050,154 | 2,184 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,069,238 | 3,217 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,804,660 | 3,345 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,715,104 | 3,499 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,338,411 | 3,494 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,181,333 | 3,110 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $977,651 | 2,997 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $784,903 | 2,650 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,530,650 | 6,655 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||