Summit Global Investments

Position in INTU — Intuit Inc.

CIK 1697953 BOUNTIFUL, UT

Position in INTU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,496,052

+$611,835 QoQ

Shares Held

5,732

+180.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#742

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

Summit Global Investments holds $14,087,297 across 17 Software - Application names. INTU ranks #2 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	13,227	$2,072,141
2	INTU	Intuit Inc. This page	5,732	$1,496,052
3	ADP	Automatic Data Processing Inc	6,512	$1,458,362
4	ADBE	Adobe Inc.	6,831	$1,400,491
5	ROP	Roper Technologies Inc	3,024	$1,023,291
6	ZM	Zoom Communications, Inc.	11,049	$953,639
7	CDNS	Cadence Design Systems Inc	2,291	$859,858
8	SPSC	Sps Commerce Inc	14,478	$827,707

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,496,052	5,732	+180.3%	Shares	Sole	2026-08-03
2026-03-31	$884,217	2,045	-6.0%	Shares	Sole	2026-05-07
2025-12-31	$1,440,763	2,175	+113.0%	Shares	Sole	2026-02-18
2025-09-30	$697,251	1,021	-58.3%	Shares	Sole	2025-11-03
2025-06-30	$1,928,118	2,448	+146.3%	Shares	Sole	2025-08-12
2025-03-31	$610,306	994	-64.2%	Shares	Sole	2025-04-07
2024-12-31	$1,742,830	2,773	-19.6%	Shares	Sole	2025-02-11
2024-09-30	$2,142,450	3,450	+19.4%	Shares	Sole	2024-10-31
2024-06-30	$1,898,679	2,889	-1.9%	Shares	Sole	2024-07-22
2024-03-31	$1,913,600	2,944	-47.1%	Shares	Sole	2024-04-29
2023-12-31	$3,476,416	5,562	-10.2%	Shares	Sole	2024-02-06
2023-09-30	$3,163,740	6,192	-72.6%	Shares	Sole	2023-10-16
2023-06-30	$10,362,425	22,616	+12.5%	Shares	Sole	2023-07-19
2023-03-31	$8,961,628	20,101	+12.2%	Shares	Sole	2023-05-04
2022-12-31	$6,974,433	17,919	-0.1%	Shares	Sole	2023-01-31
2022-09-30	$6,949,295	17,942	-39.6%	Shares	Sole	2022-11-14
2022-06-30	$11,447,953	29,701	-14.2%	Shares	Sole	2022-08-23
2022-03-31	$16,643,314	34,613	-10.9%	Shares	Sole	2022-04-29
2021-12-31	$24,987,810	38,848	-33.2%	Shares	Sole	2022-02-14
2021-09-30	$31,357,400	58,122	-7.9%	Shares	Sole	2021-11-08
2021-06-30	$30,928,746	63,098	-9.1%	Shares	Sole	2022-01-28
2021-03-31	$26,583,980	69,399	-23.7%	Shares	Sole	2022-01-27
2020-12-31	$34,568,629	91,006	-4.3%	Shares	Sole	2021-02-11
2020-09-30	$31,027,464	95,115	-1.8%	Shares	Sole	2020-11-16
2020-06-30	$28,702,291	96,905	+37.6%	Shares	Sole	2020-08-11
2020-03-31	$16,200,050	70,435	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.