Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,718,751
-$1,806,593 QoQ
Shares Held
15,539
+20.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 48.812664907651715.ToString("F0")%
Shared 51.187335092348285.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, 2026Vestmark Advisory Solutions, Inc. holds $93,547,395 across 30 Software - Application names. INTU ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
142,909 | $16,951,863 | |
| 2 | SAP |
Sap SE
|
53,278 | $9,121,725 | |
| 3 | UBER |
Uber Technologies, Inc
|
110,941 | $7,979,984 | |
| 4 | NOW |
ServiceNow, Inc.
|
64,350 | $6,727,791 | |
| 5 | INTU |
Intuit Inc.
This page
|
15,539 | $6,718,751 | |
| 6 | ADP |
Automatic Data Processing Inc
|
24,784 | $5,035,612 | |
| 7 | CRM |
Salesforce, Inc.
|
22,764 | $4,249,354 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
64,385 | $4,085,871 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,718,751 | 15,539 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,525,344 | 12,870 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $4,399,304 | 6,442 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $4,965,218 | 6,304 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,689,275 | 4,380 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $4,656,556 | 7,409 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,788,721 | 6,101 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,836,134 | 5,837 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,792,750 | 5,835 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,780,181 | 6,048 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,499,939 | 6,850 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,227,717 | 13,592 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,516,254 | 12,373 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,571,388 | 11,745 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,279,498 | 11,049 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,525,619 | 9,147 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,936,970 | 6,108 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,634,835 | 5,651 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,861,560 | 5,304 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,474,868 | 5,049 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,923,726 | 5,022 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $708,420 | 1,865 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $654,377 | 2,006 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $466,203 | 1,574 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $303,830 | 1,321 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||