Position in INTU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$269,613
-$314,100 QoQ
Shares Held
1,033
-23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,258
of 1,740 holders
Holding Since
Jun 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, 2026RMR Wealth Builders holds $10,479,083 across 11 Software - Application names. INTU ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
52,150 | $3,763,144 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
6,519 | $2,446,711 | |
| 3 | CRM |
Salesforce, Inc.
|
9,173 | $1,437,042 | |
| 4 | SHOP |
Shopify Inc.
|
7,543 | $861,259 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
3,559 | $437,934 | |
| 6 | DOCU |
Docusign, Inc.
|
9,108 | $404,577 | |
| 7 | TYL |
Tyler Technologies Inc
|
1,020 | $298,309 | |
| 8 | INTU |
Intuit Inc.
This page
|
1,033 | $269,613 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,613 | 1,033 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $583,713 | 1,350 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,494,011 | 3,765 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,247,456 | 3,291 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,422,749 | 3,076 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,805,744 | 2,941 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,578,163 | 2,511 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,449,414 | 2,334 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,565,474 | 2,382 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,453,400 | 2,236 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,252,560 | 2,004 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $933,998 | 1,828 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $515,921 | 1,126 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $937,580 | 2,103 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $429,309 | 1,103 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $410,559 | 1,060 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $419,358 | 1,088 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $523,153 | 1,088 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $555,695 | 1,030 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $504,875 | 1,030 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $691,423 | 1,805 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $391,245 | 1,030 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $624,692 | 1,915 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $289,377 | 977 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||