Position in INTU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$32,113,440
+$31,459,682 QoQ
Shares Held
123,040
+8037.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3
of 155 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.261703511053316.ToString("F0")%
Shared 0.ToString("F0")%
None 99.73829648894669.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$869,050
PutShares
1,337
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 Jun 30, 2026Curated Wealth Partners LLC holds $736,635,386 across 26 Software - Application names. INTU ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
527,268 | $197,894,224 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
1,120,357 | $137,859,928 | |
| 3 | CRM |
Salesforce, Inc.
|
672,874 | $105,412,439 | |
| 4 | ADBE |
Adobe Inc.
|
279,696 | $57,343,273 | |
| 5 | DDOG |
Datadog, Inc.
|
207,512 | $54,027,822 | |
| 6 | ADSK |
Autodesk, Inc.
|
233,961 | $45,486,697 | |
| 7 | ADP |
Automatic Data Processing Inc
|
154,943 | $34,699,484 | |
| 8 | INTU |
Intuit Inc.
This page
|
123,040 | $32,113,440 |
All Filings in INTU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,113,440 | 123,040 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $653,758 | 1,512 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $1,130,087 | 1,706 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $1,107,679 | 1,622 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $1,235,003 | 1,568 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $952,298 | 1,551 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $712,719 | 1,134 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $776,871 | 1,251 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $822,169 | 1,251 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $869,050 | 1,337 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $948,170 | 1,517 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $721,958 | 1,413 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $385,795 | 842 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $357,109 | 801 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $307,483 | 790 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $227,743 | 588 | Shares | Other | 2022-10-14 | |
| 2022-03-31 | $297,639 | 619 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $398,152 | 619 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $372,261 | 690 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $393,116 | 802 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $312,960 | 817 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $293,244 | 772 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||