Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$228,636
-$139,319 QoQ
Shares Held
876
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,338
of 1,740 holders
Holding Since
Sep 2020
24 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, 2026PAX Financial Group, LLC holds $523,130 across 2 Software - Application names. INTU ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,315 | $294,494 | |
| 2 | INTU |
Intuit Inc.
This page
|
876 | $228,636 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,636 | 876 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $367,955 | 851 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $506,088 | 764 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $571,595 | 837 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $726,194 | 922 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $667,407 | 1,087 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $892,470 | 1,420 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $841,455 | 1,355 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $867,517 | 1,320 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,200 | 1,188 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $785,662 | 1,257 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $713,783 | 1,397 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $706,070 | 1,541 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $751,223 | 1,685 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $644,159 | 1,655 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $697,950 | 1,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $679,145 | 1,762 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $708,758 | 1,474 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $816,889 | 1,270 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $809,265 | 1,500 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $833,779 | 1,701 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $629,367 | 1,643 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $586,108 | 1,543 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $499,427 | 1,531 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||