Position in INTU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$687,996
-$982,719 QoQ
Shares Held
2,636
-31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#937
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, 2026First Bank & Trust holds $9,098,876 across 12 Software - Application names. INTU ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
30,635 | $3,012,339 | |
| 2 | DDOG |
Datadog, Inc.
|
4,091 | $1,065,132 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,587 | $908,277 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,184 | $713,226 | |
| 5 | INTU |
Intuit Inc.
This page
|
2,636 | $687,996 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,422 | $542,406 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
3,998 | $491,953 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,296 | $446,388 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,996 | 2,636 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,670,715 | 3,864 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $3,560,506 | 5,375 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $3,653,568 | 5,350 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $4,213,819 | 5,350 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $3,367,735 | 5,485 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,443,551 | 5,479 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $3,351,537 | 5,397 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $3,589,680 | 5,462 | Shares | Defined | 2024-07-09 | |
| 2024-03-31 | $3,612,050 | 5,557 | Shares | Defined | 2024-04-17 | |
| 2023-12-31 | $3,545,169 | 5,672 | Shares | Defined | 2024-01-12 | |
| 2023-09-30 | $2,892,942 | 5,662 | Shares | Defined | 2023-10-11 | |
| 2023-06-30 | $2,599,311 | 5,673 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $2,408,818 | 5,403 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $1,834,004 | 4,712 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $1,938,149 | 5,004 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $1,776,492 | 4,609 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,826,710 | 3,799 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,223,611 | 3,457 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,846,742 | 3,423 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,663,146 | 3,393 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,300,105 | 3,394 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,086,371 | 2,860 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,302,556 | 3,993 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,162,249 | 3,924 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $830,070 | 3,609 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||