Position in INTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$888,444
-$134,567 QoQ
Shares Held
3,404
+43.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#879
of 1,744 holders
Holding Since
Jun 2020
24 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, 2026Symphony Financial, Ltd. Co. holds $3,851,055 across 9 Software - Application names. INTU ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
3,404 | $888,444 | |
| 2 | CRM |
Salesforce, Inc.
|
5,256 | $823,404 | |
| 3 | NOW |
ServiceNow, Inc.
|
7,584 | $752,939 | |
| 4 | ROP |
Roper Technologies Inc
|
859 | $290,677 | |
| 5 | DDOG |
Datadog, Inc.
|
884 | $230,158 | |
| 6 | PAYX |
Paychex Inc
|
2,312 | $227,338 | |
| 7 | ADBE |
Adobe Inc.
|
1,068 | $218,961 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,001 | $216,552 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,444 | 3,404 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,023,011 | 2,366 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,153,273 | 1,741 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,621,911 | 2,375 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,646,229 | 5,899 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,031,368 | 1,641 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,019,682 | 1,642 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,051,536 | 1,600 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $906,100 | 1,394 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,016,298 | 1,626 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $521,158 | 1,020 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $612,600 | 1,337 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $554,166 | 1,243 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $561,255 | 1,442 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,154,213 | 2,980 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,159,018 | 3,007 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,455,983 | 3,028 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,514,139 | 2,354 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $255,188 | 473 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $353,902 | 722 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $281,932 | 736 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $728,172 | 1,917 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $600,878 | 1,842 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $543,804 | 1,836 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||