Position in INTU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$228,729
-$44,188 QoQ
Shares Held
529
+28.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
6 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 Mar 31, 2026Triumph Capital Management holds $4,887,798 across 34 Software - Application names. INTU ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
10,041 | $1,049,786 | |
| 2 | UBER |
Uber Technologies, Inc
|
12,659 | $910,561 | |
| 3 | SHOP |
Shopify Inc.
|
5,884 | $697,960 | |
| 4 | LYFT |
Lyft, Inc.
|
42,433 | $564,358 | |
| 5 | CRM |
Salesforce, Inc.
|
1,983 | $370,166 | |
| 6 | SNOW |
Snowflake Inc.
|
2,369 | $357,292 | |
| 7 | ADBE |
Adobe Inc.
|
1,083 | $263,255 | |
| 8 | INTU |
Intuit Inc.
This page
|
529 | $228,729 |
All Filings in INTU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,729 | 529 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $272,917 | 412 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $273,164 | 400 | Shares | Sole | 2025-12-23 | |
| 2022-09-30 | $202,181 | 522 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $505,697 | 1,312 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $602,973 | 1,254 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||