Position in INTU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$32,741,975
-$12,396,648 QoQ
Shares Held
75,725
+11.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Cetera Investment Advisers holds $557,987,628 across 77 Software - Application names. INTU ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
369,205 | $68,919,497 | |
| 2 | UBER |
Uber Technologies, Inc
|
934,094 | $67,189,381 | |
| 3 | NOW |
ServiceNow, Inc.
|
469,873 | $49,125,222 | |
| 4 | SHOP |
Shopify Inc.
|
372,259 | $44,157,362 | |
| 5 | ADP |
Automatic Data Processing Inc
|
211,260 | $42,923,806 | |
| 6 | MSTR |
Strategy Inc
|
279,626 | $34,897,324 | |
| 7 | ADBE |
Adobe Inc.
|
142,030 | $34,524,652 | |
| 8 | INTU |
Intuit Inc.
This page
|
75,725 | $32,741,975 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,741,975 | 75,725 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $45,138,623 | 68,142 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,247,615 | 75,043 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,521,822 | 43,830 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,351,033 | 41,289 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $30,067,440 | 47,840 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,063,421 | 46,801 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $31,011,768 | 47,187 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $30,391,400 | 46,756 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $7,471,608 | 11,954 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,968,801 | 11,682 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,059,333 | 11,042 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,398,558 | 9,866 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,637,650 | 9,346 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,140,270 | 2,944 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,213,365 | 3,148 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,551,670 | 3,227 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,915,509 | 2,978 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,607,739 | 2,980 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,274,932 | 2,601 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $717,854 | 1,874 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,225,775 | 3,227 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $444,298 | 1,362 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $334,990 | 1,131 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $207,460 | 902 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||