Position in INTU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,833,723
-$1,096,160 QoQ
Shares Held
4,241
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$562,094
PutShares
1,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Avestar Capital, LLC holds $25,918,164 across 17 Software - Application names. INTU ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
124,531 | $13,019,716 | |
| 2 | SHOP |
Shopify Inc.
|
17,217 | $2,042,280 | |
| 3 | INTU |
Intuit Inc.
This page
|
4,241 | $1,833,723 | |
| 4 | CRM |
Salesforce, Inc.
|
8,069 | $1,506,240 | |
| 5 | UBER |
Uber Technologies, Inc
|
17,430 | $1,253,739 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,681 | $1,022,839 | |
| 7 | SNOW |
Snowflake Inc.
|
6,400 | $965,248 | |
| 8 | ADBE |
Adobe Inc.
|
2,545 | $618,638 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,094 | 1,300 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $1,833,723 | 4,241 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $861,146 | 1,300 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $2,929,883 | 4,423 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $887,783 | 1,300 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $3,005,486 | 4,401 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,023,919 | 1,300 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $3,630,186 | 4,609 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $798,187 | 1,300 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $798,187 | 1,300 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $2,516,745 | 4,099 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,616,445 | 4,163 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,454,813 | 3,953 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,779,341 | 4,229 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,392,000 | 3,680 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,057,598 | 3,292 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,498,076 | 2,932 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,256,356 | 2,742 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,126,612 | 2,527 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $412,183 | 1,059 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $393,904 | 1,017 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $320,300 | 831 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $337,068 | 701 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $402,655 | 626 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||