Position in INTU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,068,273
+$76,826 QoQ
Shares Held
4,093
+78.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#833
of 1,736 holders
Holding Since
Dec 2020
21 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, 2026Cooper Financial Group holds $12,354,933 across 12 Software - Application names. INTU ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
9,220 | $2,346,490 | |
| 2 | DDOG |
Datadog, Inc.
|
7,265 | $1,891,515 | |
| 3 | NOW |
ServiceNow, Inc.
|
15,909 | $1,579,445 | |
| 4 | SHOP |
Shopify Inc.
|
10,042 | $1,146,595 | |
| 5 | INTU |
Intuit Inc.
This page
|
4,093 | $1,068,273 | |
| 6 | UBER |
Uber Technologies, Inc
|
14,617 | $1,054,762 | |
| 7 | CRM |
Salesforce, Inc.
|
6,197 | $970,822 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
2,065 | $775,035 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,273 | 4,093 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $991,447 | 2,293 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,328,152 | 2,005 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,379,478 | 2,020 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,387,016 | 1,761 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,243,329 | 2,025 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,251,972 | 1,992 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,130,220 | 1,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,217,152 | 1,852 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,129,050 | 1,737 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $988,797 | 1,582 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $562,544 | 1,101 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $502,176 | 1,096 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $430,225 | 965 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $330,058 | 848 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $246,722 | 637 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $228,565 | 593 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $245,709 | 511 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $313,248 | 487 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $227,673 | 422 | Shares | Sole | 2021-10-06 | |
| 2020-12-31 | $202,080 | 532 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||