Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,699,718
-$6,766,662 QoQ
Shares Held
21,838
-24.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#450
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $89,276,281 across 10 Software - Application names. INTU ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
52,693 | $19,776,736 | |
| 2 | SHOP |
Shopify Inc.
|
167,421 | $19,116,129 | |
| 3 | SNOW |
Snowflake Inc.
|
57,775 | $14,703,737 | |
| 4 | UBER |
Uber Technologies, Inc
|
192,912 | $13,920,529 | |
| 5 | NOW |
ServiceNow, Inc.
|
91,809 | $9,114,797 | |
| 6 | INTU |
Intuit Inc.
This page
|
21,838 | $5,699,718 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
26,780 | $3,295,279 | |
| 8 | WDAY |
Workday, Inc.
|
16,125 | $1,974,022 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,699,718 | 21,838 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,466,380 | 28,832 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,877,082 | 33,026 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,593,394 | 33,084 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,948,180 | 31,675 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $19,300,775 | 31,435 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,630,569 | 31,234 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $19,085,193 | 30,733 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,166,488 | 30,685 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,110,000 | 29,400 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $18,539,014 | 29,661 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $15,782,936 | 30,890 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $14,171,816 | 30,930 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,727,997 | 30,792 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,770,697 | 32,811 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $12,998,459 | 33,560 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,889,884 | 33,442 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $16,061,979 | 33,404 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,653,565 | 35,219 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,822,424 | 34,888 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $17,305,451 | 35,305 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,307,121 | 34,739 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,244,464 | 32,235 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $9,691,699 | 29,710 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $8,421,570 | 28,433 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $6,358,350 | 27,645 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||