Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,452,987
-$645,785 QoQ
Shares Held
5,567
+14.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#747
of 1,740 holders
Holding Since
Mar 2020
17 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, 2026Financial Advisors Network, Inc. holds $19,611,033 across 9 Software - Application names. INTU ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
26,490 | $5,150,185 | |
| 2 | ADBE |
Adobe Inc.
|
23,791 | $4,877,630 | |
| 3 | FICO |
Fair Isaac Corp
|
3,045 | $3,638,105 | |
| 4 | PAYC |
Paycom Software, Inc.
|
18,071 | $2,271,163 | |
| 5 | INTU |
Intuit Inc.
This page
|
5,567 | $1,452,987 | |
| 6 | PAYX |
Paychex Inc
|
9,423 | $926,563 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,699 | $604,441 | |
| 8 | SHOP |
Shopify Inc.
|
3,939 | $449,755 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452,987 | 5,567 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,098,772 | 4,854 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $627,974 | 948 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $661,739 | 969 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $819,922 | 1,041 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $591,886 | 964 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $302,937 | 482 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $533,150 | 853 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $357,658 | 700 | Shares | Sole | 2023-11-15 | |
| 2022-03-31 | $245,709 | 511 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $336,404 | 523 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $278,387 | 516 | Shares | Sole | 2021-12-27 | |
| 2021-06-30 | $220,576 | 450 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $2,117,663 | 5,575 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,803,615 | 5,529 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,874,586 | 6,329 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,506,960 | 6,552 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||