Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,921,233
+$11,656,373 QoQ
Shares Held
50,699
+227.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87.80646561076155.ToString("F0")%
Shared 0.ToString("F0")%
None 12.193534389238446.ToString("F0")%
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 Mar 31, 2026Cresset Asset Management, LLC holds $180,272,021 across 55 Software - Application names. INTU ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
495,169 | $35,617,506 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
384,770 | $25,998,908 | |
| 3 | INTU |
Intuit Inc.
This page
|
50,699 | $21,921,233 | |
| 4 | SHOP |
Shopify Inc.
|
121,700 | $14,436,054 | |
| 5 | CRM |
Salesforce, Inc.
|
54,758 | $10,221,675 | |
| 6 | ADP |
Automatic Data Processing Inc
|
49,729 | $10,103,938 | |
| 7 | ROP |
Roper Technologies Inc
|
16,183 | $5,726,516 | |
| 8 | ADSK |
Autodesk, Inc.
|
22,099 | $5,290,500 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $6,182,759 | 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. | ||||||