Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$347,652
-$246,005 QoQ
Shares Held
1,332
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,166
of 1,740 holders
Holding Since
Mar 2020
25 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, 2026Sargent Investment Group, LLC holds $13,661,346 across 12 Software - Application names. INTU ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
224,165 | $4,512,441 | |
| 2 | UBER |
Uber Technologies, Inc
|
46,363 | $3,345,554 | |
| 3 | NOW |
ServiceNow, Inc.
|
20,135 | $1,999,002 | |
| 4 | SNOW |
Snowflake Inc.
|
5,102 | $1,298,459 | |
| 5 | CRM |
Salesforce, Inc.
|
4,008 | $627,893 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,557 | $348,690 | |
| 7 | INTU |
Intuit Inc.
This page
|
1,332 | $347,652 | |
| 8 | SHOP |
Shopify Inc.
|
2,890 | $329,980 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,652 | 1,332 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $593,657 | 1,373 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,130,750 | 1,707 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,350,785 | 1,715 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,130,355 | 1,841 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,104,274 | 1,757 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,073,709 | 1,729 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,128,429 | 1,717 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,114,100 | 1,714 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,128,179 | 1,805 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $918,670 | 1,798 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $869,644 | 1,898 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $845,293 | 1,896 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $731,733 | 1,880 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $728,161 | 1,880 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $724,627 | 1,880 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $903,979 | 1,880 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,209,253 | 1,880 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,014,278 | 1,880 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $921,519 | 1,880 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $720,152 | 1,880 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $716,776 | 1,887 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $615,558 | 1,887 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $576,089 | 1,945 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $483,000 | 2,100 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||