Position in INTU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,204,515
-$674,176 QoQ
Shares Held
4,615
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#795
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026Jacobi Capital Management LLC holds $14,335,258 across 13 Software - Application names. INTU ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
7,879 | $2,666,174 | |
| 2 | ADBE |
Adobe Inc.
|
12,010 | $2,462,290 | |
| 3 | ADP |
Automatic Data Processing Inc
|
8,152 | $1,825,640 | |
| 4 | CRM |
Salesforce, Inc.
|
10,635 | $1,666,079 | |
| 5 | INTU |
Intuit Inc.
This page
|
4,615 | $1,204,515 | |
| 6 | SNOW |
Snowflake Inc.
|
4,356 | $1,108,602 | |
| 7 | NOW |
ServiceNow, Inc.
|
8,290 | $823,031 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,936 | $570,817 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,515 | 4,615 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,878,691 | 4,345 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,413,858 | 3,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,472,134 | 3,620 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,836,255 | 3,601 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,098,003 | 3,417 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $2,140,042 | 3,405 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,114,505 | 3,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,215,454 | 3,371 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,150,200 | 3,308 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,101,350 | 3,362 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,753,546 | 3,432 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,578,922 | 3,446 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,535,884 | 3,445 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,338,527 | 3,439 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,332,380 | 3,440 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,354,050 | 3,513 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,776,222 | 3,694 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,324,597 | 3,614 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,976,225 | 3,663 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,819,511 | 3,712 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,421,535 | 3,711 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,409,623 | 3,711 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,291,465 | 3,959 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,194,830 | 4,034 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $985,090 | 4,283 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||