Position in INTU
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$150,597
-$110,128 QoQ
Shares Held
577
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,424
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026Cedar Mountain Advisors, LLC holds $4,133,862 across 32 Software - Application names. INTU ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
16,866 | $3,777,140 | |
| 2 | INTU |
Intuit Inc.
This page
|
577 | $150,597 | |
| 3 | PAYX |
Paychex Inc
|
343 | $33,727 | |
| 4 | PTC |
Ptc Inc.
|
255 | $28,970 | |
| 5 | DFIN |
Donnelley Financial Solutions, Inc.
|
385 | $16,150 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
43 | $16,138 | |
| 7 | DAVE |
Dave Inc./DE
|
38 | $14,158 | |
| 8 | NOW |
ServiceNow, Inc.
|
106 | $10,523 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,597 | 577 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $260,725 | 603 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $388,840 | 587 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $400,185 | 586 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $457,613 | 581 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $356,114 | 580 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $365,158 | 581 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $363,285 | 585 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $384,467 | 585 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $379,600 | 584 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $364,392 | 583 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $297,367 | 582 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $266,208 | 581 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $258,581 | 580 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $225,358 | 579 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $223,870 | 578 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $222,398 | 577 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $277,444 | 577 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $370,494 | 576 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $310,218 | 575 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $281,847 | 575 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $219,876 | 574 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $217,654 | 573 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $186,592 | 572 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $169,124 | 571 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $126,960 | 552 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||