Position in INTU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,095,569
-$6,095,870 QoQ
Shares Held
8,029
-57.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#664
of 1,740 holders
Holding Since
Dec 2022
14 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, 2026CWA Asset Management Group, LLC holds $41,651,621 across 18 Software - Application names. INTU ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
96,685 | $8,344,882 | |
| 2 | ADSK |
Autodesk, Inc.
|
39,651 | $7,708,947 | |
| 3 | ADBE |
Adobe Inc.
|
17,044 | $3,494,360 | |
| 4 | ADEA |
Adeia Inc.
|
84,588 | $2,785,482 | |
| 5 | YOU |
Clear Secure, Inc.
|
49,559 | $2,761,923 | |
| 6 | INTU |
Intuit Inc.
This page
|
8,029 | $2,095,569 | |
| 7 | LYFT |
Lyft, Inc.
|
138,827 | $2,028,262 | |
| 8 | RNG |
RingCentral, Inc.
|
49,046 | $1,911,813 |
All Filings in INTU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,095,569 | 8,029 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,191,439 | 18,945 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $13,710,769 | 20,698 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,792,466 | 12,875 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,236,039 | 12,996 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,284,567 | 13,493 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $9,099,423 | 14,478 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $9,233,649 | 14,869 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $9,467,250 | 14,565 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,359,151 | 13,374 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,681,051 | 13,076 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,795,187 | 12,648 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,394,097 | 12,099 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,353,036 | 11,184 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||