Texas Capital Bank Wealth Management Services Inc
BankPosition in INTU — Intuit Inc.
CIK 1802655
Dallas, TX
Position in INTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,952,931
+$178,307 QoQ
Shares Held
30,471
+69.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#394
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $13,062,387 across 10 Software - Application names. INTU ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
30,471 | $7,952,931 | |
| 2 | ADBE |
Adobe Inc.
|
11,266 | $2,309,755 | |
| 3 | SHOP |
Shopify Inc.
|
6,465 | $738,173 | |
| 4 | CRM |
Salesforce, Inc.
|
3,189 | $499,588 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,253 | $470,275 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,384 | $316,349 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,712 | $269,247 | |
| 8 | PAYX |
Paychex Inc
|
2,633 | $258,902 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,952,931 | 30,471 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $7,774,624 | 17,981 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $9,140,071 | 13,798 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $9,140,750 | 13,385 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,077,725 | 12,795 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,430,696 | 13,731 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,582,796 | 13,656 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,290,350 | 13,350 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,523,356 | 12,969 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $8,172,450 | 12,573 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,920,428 | 14,272 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,728,478 | 15,126 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,684,075 | 18,953 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,667,826 | 19,442 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $7,367,934 | 18,930 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $7,632,527 | 19,706 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,200,067 | 23,869 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,866,650 | 24,679 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,765,758 | 22,956 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $12,959,030 | 24,020 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,872,567 | 18,101 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,274,905 | 16,381 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,849,399 | 10,134 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $378,403 | 1,160 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $343,580 | 1,160 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $303,600 | 1,320 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||