Position in INTU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,051,047
+$126,187 QoQ
Shares Held
4,027
+88.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#836
of 1,734 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, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $13,031,445 across 9 Software - Application names. INTU ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
44,150 | $5,041,047 | |
| 2 | UBER |
Uber Technologies, Inc
|
25,518 | $1,841,378 | |
| 3 | NOW |
ServiceNow, Inc.
|
16,245 | $1,612,803 | |
| 4 | ADBE |
Adobe Inc.
|
6,435 | $1,319,303 | |
| 5 | CRM |
Salesforce, Inc.
|
7,675 | $1,202,365 | |
| 6 | INTU |
Intuit Inc.
This page
|
4,027 | $1,051,047 | |
| 7 | PAYX |
Paychex Inc
|
3,803 | $373,948 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,635 | $366,158 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,047 | 4,027 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $924,860 | 2,139 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $979,056 | 1,478 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,433,428 | 2,099 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,560,295 | 1,981 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,216,314 | 1,981 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,261,399 | 2,007 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,201,014 | 1,934 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,574,675 | 2,396 | Shares | Sole | 2025-12-02 | |
| 2024-03-31 | $1,585,350 | 2,439 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,085,100 | 3,336 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $575,829 | 1,127 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $517,754 | 1,130 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $508,692 | 1,141 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $453,052 | 1,164 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $443,094 | 1,144 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $463,298 | 1,202 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $566,910 | 1,179 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $851,623 | 1,324 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $471,531 | 874 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $428,408 | 874 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $316,024 | 825 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $312,236 | 822 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $222,475 | 682 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $198,151 | 669 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $130,640 | 568 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||