Financial Gravity Asset Management, Inc.

Position in INTU — Intuit Inc.

CIK 1741736 Lakeway, TX

Position in INTU

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,079,315

-$781,676 QoQ

Shares Held

4,809

+11.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $6,599,119 across 7 Software - Application names. INTU ranks #3 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	9,753	$2,334,868
2	CRM	Salesforce, Inc.	11,245	$2,099,104
3	INTU	Intuit Inc. This page	4,809	$2,079,315
4	ESTC	Elastic N.V.	869	$43,441
5	SAP	Sap SE	244	$41,775
6	SHOP	Shopify Inc.	3	$355
7	NATL	NCR Atleos Corp	6	$261

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,079,315	4,809	+11.3%	Shares	Sole	2026-05-08
2025-12-31	$2,860,991	4,319	+8.4%	Shares	Sole	2026-02-13
2025-09-30	$2,721,396	3,985	+7.1%	Shares	Sole	2025-11-14
2025-03-31	$2,284,656	3,721	+2.3%	Shares	Sole	2025-04-30
2024-06-30	$2,390,272	3,637	+3.9%	Shares	Sole	2024-08-06
2024-03-31	$2,276,300	3,502	0.0%	Shares	Sole	2024-06-26
2023-12-31	$2,188,855	3,502	-92.8%	Shares	Sole	2024-06-26
2023-09-30	$13,534,559	48,617	+1754.9%	Shares	Sole	2023-11-16
2023-06-30	$995,162	2,621	+1.0%	Shares	Sole	2023-08-09
2023-03-31	$652,155	2,596	+164.9%	Shares	Sole	2023-05-12
2022-12-31	$232,584	980	-73.5%	Shares	Sole	2023-02-15
2022-09-30	$1,045,302	3,692	-23.2%	Shares	Sole	2022-11-03
2022-06-30	$1,472,663	4,810	+7.9%	Shares	Sole	2022-08-05
2022-03-31	$1,530,689	4,458	-32.1%	Shares	Sole	2022-05-13
2021-12-31	$3,089,965	6,565	+377.1%	Shares	Sole	2022-02-11
2021-09-30	$742,314	1,376	-54.2%	Shares	Sole	2021-11-12
2021-06-30	$1,472,960	3,005	+7.6%	Shares	Sole	2021-08-11
2021-03-31	$1,069,503	2,792	+69.0%	Shares	Sole	2021-05-17
2020-12-31	$627,417	1,652	+180.0%	Shares	Sole	2021-02-16
2020-03-31	$135,700	590	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.