Position in INTU
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$300,071
-$180,845 QoQ
Shares Held
694
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Relyea Zuckerberg Hanson LLC holds $12,020,468 across 8 Software - Application names. INTU ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSLY |
Fastly, Inc.
|
259,838 | $7,550,892 | |
| 2 | ADP |
Automatic Data Processing Inc
|
11,189 | $2,273,381 | |
| 3 | CRM |
Salesforce, Inc.
|
3,187 | $594,917 | |
| 4 | PAYX |
Paychex Inc
|
4,675 | $430,661 | |
| 5 | UBER |
Uber Technologies, Inc
|
5,651 | $406,476 | |
| 6 | INTU |
Intuit Inc.
This page
|
694 | $300,071 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,371 | $247,888 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
778 | $216,182 |
All Filings in INTU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,071 | 694 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $480,916 | 726 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $503,987 | 738 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $596,235 | 757 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $479,526 | 781 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $445,606 | 709 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $402,408 | 648 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $400,898 | 610 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $393,250 | 605 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $366,892 | 587 | Shares | Sole | 2024-10-31 | |
| 2023-09-30 | $295,323 | 578 | Shares | Sole | 2024-10-31 | |
| 2023-06-30 | $253,837 | 554 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $242,977 | 545 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||