Position in INTU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,550,079
-$758,397 QoQ
Shares Held
5,939
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#734
of 1,740 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Keeler Thomas Management LLC holds $10,983,908 across 6 Software - Application names. INTU ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
36,452 | $2,630,376 | |
| 2 | PTC |
Ptc Inc.
|
21,948 | $2,493,512 | |
| 3 | ADP |
Automatic Data Processing Inc
|
9,656 | $2,162,461 | |
| 4 | INTU |
Intuit Inc.
This page
|
5,939 | $1,550,079 | |
| 5 | CRM |
Salesforce, Inc.
|
8,392 | $1,314,690 | |
| 6 | PCTY |
Paylocity Holding Corp
|
7,967 | $832,790 |
All Filings in INTU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,550,079 | 5,939 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,308,476 | 5,339 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $734,946 | 1,197 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,461,262 | 2,325 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,536,354 | 2,474 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,649,597 | 2,510 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,650,350 | 2,539 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,669,455 | 2,671 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,418,369 | 2,776 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,526,230 | 3,331 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,719,120 | 3,856 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,089,239 | 7,937 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,221,340 | 8,317 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,101,635 | 8,047 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,337,510 | 6,941 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||