Position in INTU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$27,365,067
-$5,090,672 QoQ
Shares Held
104,847
+39.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#15
of 465 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Douglas Lane & Associates, LLC holds $216,108,194 across 10 Software - Application names. INTU ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
182,369 | $61,711,845 | |
| 2 | CRM |
Salesforce, Inc.
|
363,648 | $56,969,095 | |
| 3 | WDAY |
Workday, Inc.
|
329,994 | $40,397,865 | |
| 4 | INTU |
Intuit Inc.
This page
|
104,847 | $27,365,067 | |
| 5 | UBER |
Uber Technologies, Inc
|
227,103 | $16,387,752 | |
| 6 | ADSK |
Autodesk, Inc.
|
59,543 | $11,576,350 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,833 | $634,450 | |
| 8 | ADBE |
Adobe Inc.
|
2,966 | $608,089 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,365,067 | 104,847 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $32,455,739 | 75,063 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $41,813,275 | 63,122 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $38,699,826 | 56,669 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $35,348,834 | 44,880 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $20,911,271 | 34,058 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $15,502,581 | 24,666 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $7,296,750 | 11,750 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,069,280 | 1,627 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $980,850 | 1,509 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $470,647 | 753 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $391,890 | 767 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $328,522 | 717 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $319,660 | 717 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $279,070 | 717 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $210,127 | 437 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $281,087 | 437 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $278,926 | 517 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $259,299 | 529 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $214,130 | 559 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $207,777 | 547 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||