Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$608,130
-$244,955 QoQ
Shares Held
2,330
+18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#979
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $16,496,900 across 17 Software - Application names. INTU ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
16,930 | $3,470,988 | |
| 2 | SHOP |
Shopify Inc.
|
26,763 | $3,055,799 | |
| 3 | ADP |
Automatic Data Processing Inc
|
9,038 | $2,024,060 | |
| 4 | CRM |
Salesforce, Inc.
|
11,346 | $1,777,464 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,168 | $1,189,013 | |
| 6 | NOW |
ServiceNow, Inc.
|
11,360 | $1,127,820 | |
| 7 | UBER |
Uber Technologies, Inc
|
10,257 | $740,145 | |
| 8 | INTU |
Intuit Inc.
This page
|
2,330 | $608,130 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,130 | 2,330 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $853,085 | 1,973 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,223,489 | 1,847 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,372,649 | 2,010 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,520,913 | 1,931 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,234,733 | 2,011 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,767,970 | 2,813 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,670,490 | 2,690 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,455,062 | 2,214 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,249,950 | 1,923 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,225,683 | 1,961 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,005,018 | 1,967 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $530,584 | 1,158 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $954,522 | 2,141 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $849,667 | 2,183 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $824,604 | 2,129 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $737,346 | 1,913 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $627,015 | 1,304 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $829,110 | 1,289 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $691,651 | 1,282 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $624,966 | 1,275 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $486,103 | 1,269 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $528,751 | 1,392 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $452,453 | 1,387 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $377,049 | 1,273 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $287,730 | 1,251 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||