Position in INTU
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,596,346
+$998,181 QoQ
Shares Held
3,692
+308.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 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 Mar 31, 2026Elevated Capital Advisors, LLC holds $4,658,138 across 16 Software - Application names. INTU ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
3,692 | $1,596,346 | |
| 2 | ADBE |
Adobe Inc.
|
3,434 | $834,736 | |
| 3 | CRM |
Salesforce, Inc.
|
4,088 | $763,106 | |
| 4 | PAYX |
Paychex Inc
|
7,979 | $735,025 | |
| 5 | NOW |
ServiceNow, Inc.
|
5,571 | $582,448 | |
| 6 | MANH |
Manhattan Associates Inc
|
662 | $88,125 | |
| 7 | UBER |
Uber Technologies, Inc
|
645 | $46,394 | |
| 8 | FICO |
Fair Isaac Corp
|
3 | $3,202 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,596,346 | 3,692 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $598,165 | 903 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $731,396 | 1,071 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,082,203 | 1,374 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $843,622 | 1,374 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $890,584 | 1,417 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $918,459 | 1,479 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $952,297 | 1,449 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $863,200 | 1,328 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $813,164 | 1,301 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $652,981 | 1,278 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $595,647 | 1,300 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $546,141 | 1,225 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $468,231 | 1,203 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,139,882 | 2,943 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $1,429,056 | 2,972 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $1,610,976 | 2,986 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||