Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,532,328
-$8,388,905 QoQ
Shares Held
51,848
+2.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#305
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Jun 30, 2023CallValue
$13,745,700
CallShares
30,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Cresset Asset Management, LLC holds $175,241,631 across 59 Software - Application names. INTU ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
469,738 | $33,896,294 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
433,638 | $26,907,237 | |
| 3 | SHOP |
Shopify Inc.
|
119,534 | $13,648,392 | |
| 4 | INTU |
Intuit Inc.
This page
|
51,848 | $13,532,328 | |
| 5 | ADP |
Automatic Data Processing Inc
|
52,245 | $11,700,267 | |
| 6 | CRM |
Salesforce, Inc.
|
63,693 | $9,978,145 | |
| 7 | NOW |
ServiceNow, Inc.
|
72,734 | $7,221,031 | |
| 8 | ROP |
Roper Technologies Inc
|
16,411 | $5,553,318 |
All Filings in INTU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,532,328 | 51,848 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,921,233 | 50,699 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,264,860 | 15,496 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,428,035 | 15,270 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $12,057,040 | 15,308 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $18,307,339 | 29,817 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,127,140 | 30,433 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,176,267 | 69,527 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $38,647,233 | 58,805 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,952,200 | 58,388 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $27,001,296 | 43,200 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,515,592 | 44,067 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,391,745 | 44,505 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $13,745,700 | 30,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $7,608,980 | 17,067 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $803,270 | 15,885 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,671,587 | 17,225 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,251,065 | 16,218 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,138,295 | 4,447 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $3,616,826 | 5,623 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $4,982,374 | 9,235 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $4,210,560 | 8,590 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,970,247 | 7,754 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,536,258 | 6,677 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,199,634 | 6,743 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,957,519 | 6,609 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,511,100 | 6,570 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||