Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$97,875
-$229,869 QoQ
Shares Held
375
-50.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,459
of 1,744 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $9,391,541 across 35 Software - Application names. INTU ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
56,683 | $4,090,245 | |
| 2 | DDOG |
Datadog, Inc.
|
7,694 | $2,003,209 | |
| 3 | SNOW |
Snowflake Inc.
|
7,806 | $1,986,627 | |
| 4 | CRM |
Salesforce, Inc.
|
3,082 | $482,826 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,275 | $325,142 | |
| 6 | INTU |
Intuit Inc.
This page
|
375 | $97,875 | |
| 7 | ROP |
Roper Technologies Inc
|
277 | $93,734 | |
| 8 | HUBS |
Hubspot Inc
|
290 | $52,927 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,875 | 375 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $327,744 | 758 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $737,935 | 1,114 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $839,979 | 1,230 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,507,813 | 3,184 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $8,479,093 | 13,491 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,629,796 | 10,676 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,071,579 | 10,760 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $6,721,000 | 10,340 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $6,117,168 | 9,787 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $3,936,792 | 7,705 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $3,427,261 | 7,480 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $3,383,849 | 7,590 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,742,444 | 7,046 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,203,850 | 5,690 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $1,290,838 | 3,349 | Shares | Sole | 2022-08-22 | |
| 2020-03-31 | $636,640 | 2,768 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||