Position in INTU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$121,365
-$80,124 QoQ
Shares Held
465
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,439
of 1,740 holders
Holding Since
Dec 2020
22 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, 2026LifeSteps Financial, Inc. holds $1,794,626 across 20 Software - Application names. INTU ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,197 | $939,918 | |
| 2 | UBER |
Uber Technologies, Inc
|
6,030 | $435,124 | |
| 3 | INTU |
Intuit Inc.
This page
|
465 | $121,365 | |
| 4 | SHOP |
Shopify Inc.
|
720 | $82,209 | |
| 5 | SOUN |
Soundhound Ai, Inc.
|
7,674 | $49,650 | |
| 6 | FICO |
Fair Isaac Corp
|
30 | $35,843 | |
| 7 | CRM |
Salesforce, Inc.
|
196 | $30,705 | |
| 8 | SNOW |
Snowflake Inc.
|
104 | $26,468 |
All Filings in INTU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,365 | 465 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $201,489 | 466 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $309,350 | 467 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $318,918 | 467 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $357,584 | 454 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $278,751 | 454 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $285,339 | 454 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $281,934 | 454 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $298,373 | 454 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $295,100 | 454 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $283,763 | 454 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $231,966 | 454 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $208,018 | 454 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $202,406 | 454 | Shares | Sole | 2023-04-12 | |
| 2022-09-30 | $214,575 | 554 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $213,533 | 554 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $266,385 | 554 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $356,343 | 554 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $310,218 | 575 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $281,847 | 575 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $212,215 | 554 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $210,436 | 554 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||