Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,248,145
-$2,343,392 QoQ
Shares Held
12,445
-3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#557
of 1,740 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $75,485,117 across 21 Software - Application names. INTU ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
187,948 | $18,659,476 | |
| 2 | UBER |
Uber Technologies, Inc
|
176,450 | $12,732,631 | |
| 3 | ADP |
Automatic Data Processing Inc
|
40,651 | $9,103,791 | |
| 4 | CRM |
Salesforce, Inc.
|
43,060 | $6,745,779 | |
| 5 | DDOG |
Datadog, Inc.
|
21,426 | $5,578,473 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
14,642 | $5,495,435 | |
| 7 | ADBE |
Adobe Inc.
|
19,722 | $4,043,403 | |
| 8 | INTU |
Intuit Inc.
This page
|
12,445 | $3,248,145 |
All Filings in INTU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,248,145 | 12,445 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,591,537 | 12,932 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $24,894,405 | 37,581 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,122,209 | 36,787 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,719,062 | 35,193 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,413,324 | 33,247 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,189,990 | 30,533 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,938,396 | 27,276 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $15,041,565 | 22,887 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,686,450 | 24,133 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,922,543 | 22,275 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,439,434 | 22,389 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $10,824,280 | 23,624 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,683,859 | 30,693 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,084,272 | 5,355 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,760,403 | 22,618 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,642,238 | 12,044 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $5,266,640 | 10,953 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,867,888 | 7,568 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,663,272 | 6,790 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||