Position in INTU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,850,871
-$795,597 QoQ
Shares Held
11,219
+31.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Summit Trail Advisors, LLC holds $122,600,730 across 60 Software - Application names. INTU ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
101,798 | $12,017,253 | |
| 2 | UBER |
Uber Technologies, Inc
|
147,681 | $10,622,694 | |
| 3 | CRM |
Salesforce, Inc.
|
48,826 | $9,114,349 | |
| 4 | INTU |
Intuit Inc.
This page
|
11,219 | $4,850,871 | |
| 5 | ADSK |
Autodesk, Inc.
|
17,847 | $4,272,571 | |
| 6 | NOW |
ServiceNow, Inc.
|
38,448 | $4,019,738 | |
| 7 | ADBE |
Adobe Inc.
|
15,802 | $3,841,150 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
13,034 | $3,621,757 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,850,871 | 11,219 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,646,468 | 8,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,581,886 | 9,638 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,570,409 | 8,342 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $2,592,675 | 4,175 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,637,383 | 4,013 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,621,100 | 2,494 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,271,936 | 2,035 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,076,550 | 2,107 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,060,251 | 2,314 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $467,675 | 1,049 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $293,082 | 753 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $269,574 | 696 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $289,080 | 750 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $493,341 | 1,026 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $358,916 | 558 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $278,926 | 517 | Shares | Sole | 2021-11-16 | |
| 2020-09-30 | $639,045 | 1,959 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||