Position in INTU
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$884,217
-$556,546 QoQ
Shares Held
2,045
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Summit Global Investments holds $15,028,144 across 13 Software - Application names. INTU ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
28,943 | $5,880,638 | |
| 2 | ADBE |
Adobe Inc.
|
7,979 | $1,939,535 | |
| 3 | CRM |
Salesforce, Inc.
|
6,378 | $1,190,581 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,275 | $1,023,435 | |
| 5 | INTU |
Intuit Inc.
This page
|
2,045 | $884,217 | |
| 6 | ROP |
Roper Technologies Inc
|
2,402 | $849,971 | |
| 7 | UPBD |
Upbound Group, Inc.
|
37,522 | $677,272 | |
| 8 | UBER |
Uber Technologies, Inc
|
9,042 | $650,391 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $884,217 | 2,045 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,440,763 | 2,175 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $697,251 | 1,021 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,928,118 | 2,448 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $610,306 | 994 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,742,830 | 2,773 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,142,450 | 3,450 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,898,679 | 2,889 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,913,600 | 2,944 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,476,416 | 5,562 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,163,740 | 6,192 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $10,362,425 | 22,616 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $8,961,628 | 20,101 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,974,433 | 17,919 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,949,295 | 17,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,447,953 | 29,701 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $16,643,314 | 34,613 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $24,987,810 | 38,848 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,357,400 | 58,122 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $30,928,746 | 63,098 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $26,583,980 | 69,399 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $34,568,629 | 91,006 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $31,027,464 | 95,115 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $28,702,291 | 96,905 | 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. | ||||||