Position in INTU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$420,471
-$372,081 QoQ
Shares Held
1,611
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,094
of 1,740 holders
Holding Since
Dec 2024
7 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, 2026Zhang Financial LLC holds $11,406,031 across 9 Software - Application names. INTU ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
41,051 | $2,962,240 | |
| 2 | CRM |
Salesforce, Inc.
|
13,425 | $2,103,160 | |
| 3 | DDOG |
Datadog, Inc.
|
7,977 | $2,076,891 | |
| 4 | ADBE |
Adobe Inc.
|
9,867 | $2,022,932 | |
| 5 | SHOP |
Shopify Inc.
|
6,371 | $727,440 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,294 | $485,664 | |
| 7 | INTU |
Intuit Inc.
This page
|
1,611 | $420,471 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,765 | $395,271 |
All Filings in INTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,471 | 1,611 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $792,552 | 1,833 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,294,368 | 1,954 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,322,796 | 1,937 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,509,099 | 1,916 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,093,516 | 1,781 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $204,262 | 325 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||