Position in INTU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,421,142
+$8,411,155 QoQ
Shares Held
51,422
+343.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#307
of 1,740 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Dec 31, 2024CallValue
$62,850
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $34,087,897 across 11 Software - Application names. INTU ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
51,422 | $13,421,142 | |
| 2 | UBER |
Uber Technologies, Inc
|
111,714 | $8,061,282 | |
| 3 | SHOP |
Shopify Inc.
|
46,162 | $5,270,777 | |
| 4 | DUOL |
Duolingo, Inc.
|
20,045 | $2,305,575 | |
| 5 | NOW |
ServiceNow, Inc.
|
16,193 | $1,607,641 | |
| 6 | CRM |
Salesforce, Inc.
|
5,161 | $808,522 | |
| 7 | SNOW |
Snowflake Inc.
|
3,098 | $788,441 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,894 | $710,856 |
All Filings in INTU
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,421,142 | 51,422 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,009,987 | 11,587 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,551,888 | 24,987 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $27,457,762 | 40,207 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,134,020 | 17,945 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $18,171,648 | 29,596 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $62,850 | 100 | Call | Sole | 2025-01-23 | |
| 2024-12-31 | $14,649,078 | 23,308 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $62,100 | 100 | Call | Sole | 2024-10-25 | |
| 2024-09-30 | $15,998,202 | 25,762 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $328,605 | 500 | Call | Sole | 2024-07-17 | |
| 2024-06-30 | $14,771,451 | 22,476 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $23,153,650 | 35,621 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $21,495,406 | 34,391 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $11,088,419 | 21,702 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,141,577 | 22,134 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,585,790 | 21,501 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,042,640 | 15,525 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,634,791 | 17,130 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,491,676 | 27,220 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,070,899 | 16,785 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $16,044,479 | 24,944 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $13,845,984 | 25,664 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,683,255 | 21,795 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,982,078 | 13,006 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $8,276,551 | 21,789 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,639,198 | 11,156 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,255,190 | 7,614 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||