Position in INTU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$54,782,073
-$5,760,606 QoQ
Shares Held
209,893
+49.9% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#133
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, 2026AE Wealth Management LLC holds $192,569,799 across 31 Software - Application names. INTU ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
209,893 | $54,782,073 | |
| 2 | CRM |
Salesforce, Inc.
|
257,028 | $40,265,966 | |
| 3 | ADP |
Automatic Data Processing Inc
|
108,921 | $24,392,825 | |
| 4 | TYL |
Tyler Technologies Inc
|
65,836 | $19,254,365 | |
| 5 | ADBE |
Adobe Inc.
|
43,339 | $8,885,336 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
22,683 | $8,513,350 | |
| 7 | SHOP |
Shopify Inc.
|
62,616 | $7,149,467 | |
| 8 | PAYX |
Paychex Inc
|
50,034 | $4,919,812 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,782,073 | 209,893 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $60,542,679 | 140,022 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,968,132 | 7,500 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $5,920,125 | 8,669 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $5,875,704 | 7,460 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,149,143 | 5,129 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,757,797 | 5,979 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,031,963 | 8,103 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,734,808 | 8,726 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,612,050 | 5,557 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $32,237,797 | 51,578 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,739,954 | 54,292 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $14,677,658 | 32,034 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,908,125 | 22,224 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,593,869 | 14,372 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,401,177 | 13,945 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,871,792 | 15,234 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,431,568 | 11,296 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,592,361 | 10,249 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,479,263 | 10,156 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,308,104 | 8,789 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,303,635 | 16,456 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,150,531 | 16,192 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,173,364 | 15,859 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,648,702 | 15,695 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,774,450 | 7,715 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||