Wilkinson Global Asset Management LLC

Position in INTU — Intuit Inc.

CIK 1764000 New York, NY

Position in INTU

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$15,333,059

-$24,846,025 QoQ

Shares Held

35,462

-41.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Mar 31, 2026

Wilkinson Global Asset Management LLC holds $33,054,990 across 3 Software - Application names. INTU ranks #2 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	222,814	$16,027,010
2	INTU	Intuit Inc. This page	35,462	$15,333,059
3	IDN	Intellicheck, Inc.	242,478	$1,694,921

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,333,059	35,462	-41.5%	Shares	Sole	2026-05-13
2025-12-31	$40,179,084	60,655	-1.9%	Shares	Other	2026-02-11
2025-09-30	$42,226,373	61,833	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$48,600,709	61,705	-3.9%	Shares	Other	2025-08-11
2025-03-31	$39,439,647	64,235	-0.4%	Shares	Other	2025-05-01
2024-12-31	$40,538,878	64,501	-0.2%	Shares	Sole	2025-01-31
2024-09-30	$40,153,239	64,659	-1.8%	Shares	Sole	2024-10-31
2024-06-30	$43,276,620	65,849	-4.3%	Shares	Sole	2024-08-06
2024-03-31	$44,729,100	68,814	-0.6%	Shares	Sole	2024-05-10
2023-12-31	$43,272,076	69,232	-2.2%	Shares	Sole	2024-02-12
2023-09-30	$36,154,113	70,760	+0.4%	Shares	Other	2023-11-14
2023-06-30	$32,305,143	70,506	-0.3%	Shares	Sole	2023-07-28
2023-03-31	$31,536,230	70,736	-0.4%	Shares	Other	2023-05-12
2022-12-31	$27,637,733	71,008	-1.0%	Shares	Other	2023-01-31
2022-09-30	$27,778,977	71,721	+0.4%	Shares	Sole	2022-10-19
2022-06-30	$27,522,728	71,406	-5.9%	Shares	Sole	2022-07-26
2022-03-31	$36,477,964	75,863	-15.2%	Shares	Sole	2022-05-09
2021-12-31	$57,566,259	89,497	-3.4%	Shares	Other	2022-02-14
2021-09-30	$49,995,312	92,668	-2.6%	Shares	Sole	2021-11-15
2021-06-30	$46,623,989	95,118	-22.4%	Shares	Other	2021-08-16
2021-03-31	$46,945,918	122,555	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.