Position in INTU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$209,844
-$187,080 QoQ
Shares Held
804
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,375
of 1,736 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Grove Bank & Trust holds $7,048,951 across 28 Software - Application names. INTU ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
20,730 | $2,366,951 | |
| 2 | UBER |
Uber Technologies, Inc
|
17,383 | $1,254,356 | |
| 3 | CRM |
Salesforce, Inc.
|
6,173 | $967,062 | |
| 4 | ADSK |
Autodesk, Inc.
|
3,119 | $606,395 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
882 | $331,032 | |
| 6 | ADBE |
Adobe Inc.
|
1,542 | $316,140 | |
| 7 | INTU |
Intuit Inc.
This page
|
804 | $209,844 | |
| 8 | ADP |
Automatic Data Processing Inc
|
903 | $202,226 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,844 | 804 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $396,924 | 918 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $904,203 | 1,365 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,613,716 | 2,363 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $782,904 | 994 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $599,254 | 976 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $613,416 | 976 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $579,393 | 933 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $949,011 | 1,444 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $943,150 | 1,451 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $909,418 | 1,455 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $743,417 | 1,455 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $364,719 | 796 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $362,013 | 812 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $303,591 | 780 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $296,687 | 766 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $292,548 | 759 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $365,438 | 760 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $386,575 | 601 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $324,245 | 601 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $294,592 | 601 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $232,900 | 608 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $232,848 | 613 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||