Position in INTU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,237,923
-$416,362 QoQ
Shares Held
4,743
+24.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#141
of 465 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Procyon Advisors, LLC holds $16,244,569 across 16 Software - Application names. INTU ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,820 | $4,438,689 | |
| 2 | SHOP |
Shopify Inc.
|
15,640 | $1,785,775 | |
| 3 | FICO |
Fair Isaac Corp
|
1,324 | $1,581,888 | |
| 4 | ADSK |
Autodesk, Inc.
|
7,768 | $1,510,254 | |
| 5 | INTU |
Intuit Inc.
This page
|
4,743 | $1,237,923 | |
| 6 | CRM |
Salesforce, Inc.
|
6,733 | $1,054,791 | |
| 7 | NOW |
ServiceNow, Inc.
|
9,612 | $954,279 | |
| 8 | DT |
Dynatrace, Inc.
|
20,234 | $888,474 |
All Filings in INTU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237,923 | 4,743 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,654,285 | 3,826 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,378,750 | 3,591 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,409,526 | 2,064 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,838,328 | 2,334 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,885,563 | 3,071 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,977,889 | 3,147 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,079,970 | 6,570 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $4,256,091 | 6,476 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,023,500 | 6,190 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,981,345 | 3,170 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,154,724 | 2,260 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $757,846 | 1,654 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $451,625 | 1,013 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $202,394 | 520 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $207,990 | 537 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $273,662 | 710 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $328,413 | 683 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $512,646 | 797 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $282,163 | 523 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $249,986 | 510 | Shares | Sole | 2021-07-22 | |
| 2020-06-30 | $146,614 | 495 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $113,850 | 495 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||