Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$832,068
-$555,007 QoQ
Shares Held
3,188
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#895
of 1,739 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ellis Investment Partners, LLC holds $2,173,884 across 3 Software - Application names. INTU ranks #2 (38.3% of the industry book) .
All Filings in INTU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,068 | 3,188 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,387,075 | 3,208 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,209,170 | 3,335 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,276,821 | 3,334 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,626,746 | 3,335 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,047,042 | 3,334 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,095,419 | 3,334 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,070,414 | 3,334 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,191,138 | 3,334 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,150,200 | 3,308 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,067,599 | 3,308 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,690,189 | 3,308 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,515,692 | 3,308 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,474,805 | 3,308 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,287,539 | 3,308 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,281,254 | 3,308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,275,035 | 3,308 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,590,618 | 3,308 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,127,771 | 3,308 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,784,699 | 3,308 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,621,482 | 3,308 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,267,162 | 3,308 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,263,381 | 3,326 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,106,504 | 3,392 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,004,676 | 3,392 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $780,160 | 3,392 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||