Position in INTU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$430,650
-$299,639 QoQ
Shares Held
1,650
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,078
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Great Diamond Partners, LLC holds $6,880,946 across 7 Software - Application names. INTU ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,881 | $2,660,749 | |
| 2 | PAYX |
Paychex Inc
|
23,989 | $2,358,838 | |
| 3 | INTU |
Intuit Inc.
This page
|
1,650 | $430,650 | |
| 4 | ROP |
Roper Technologies Inc
|
1,264 | $427,724 | |
| 5 | SHOP |
Shopify Inc.
|
3,588 | $409,677 | |
| 6 | CRM |
Salesforce, Inc.
|
2,195 | $343,868 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,283 | $249,440 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,650 | 1,650 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $730,289 | 1,689 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,498,394 | 2,262 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,520,840 | 2,227 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,509,886 | 1,917 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $217,352 | 354 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $394,069 | 627 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $378,810 | 610 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $400,240 | 609 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $449,150 | 691 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $443,146 | 709 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $361,234 | 707 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $326,231 | 712 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $297,814 | 668 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $269,729 | 693 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $265,701 | 686 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $257,473 | 668 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $333,222 | 693 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $573,752 | 892 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $497,428 | 922 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $460,759 | 940 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $353,181 | 922 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $349,082 | 919 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $299,786 | 919 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $272,198 | 919 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $211,370 | 919 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||