Position in INTU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$73,863
-$48,500 QoQ
Shares Held
283
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,473
of 1,740 holders
Holding Since
Mar 2020
23 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 Jun 30, 2026Center for Financial Planning, Inc. holds $2,685,558 across 14 Software - Application names. INTU ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
10,051 | $1,574,589 | |
| 2 | ADBE |
Adobe Inc.
|
2,371 | $486,102 | |
| 3 | UBER |
Uber Technologies, Inc
|
3,583 | $258,549 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
397 | $149,002 | |
| 5 | INTU |
Intuit Inc.
This page
|
283 | $73,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
205 | $45,909 | |
| 7 | ASAN |
Asana, Inc.
|
6,000 | $42,000 | |
| 8 | NOW |
ServiceNow, Inc.
|
265 | $26,309 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,863 | 283 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $122,363 | 283 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $187,464 | 283 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $193,263 | 283 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $222,899 | 283 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $173,759 | 283 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $177,865 | 283 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $71,415 | 115 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $75,579 | 115 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $74,750 | 115 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $71,878 | 115 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $58,758 | 115 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $52,691 | 115 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $51,270 | 115 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $44,760 | 115 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $44,541 | 115 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $48,565 | 126 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $56,258 | 117 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $75,256 | 117 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $62,043 | 115 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $56,369 | 115 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $44,051 | 115 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $3,910 | 17 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||