Position in INTU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$270,918
-$96,605 QoQ
Shares Held
1,038
+22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,255
of 1,740 holders
Holding Since
Mar 2024
10 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, 2026Revolve Wealth Partners, LLC holds $2,455,535 across 9 Software - Application names. INTU ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
4,971 | $493,520 | |
| 2 | ADBE |
Adobe Inc.
|
1,740 | $356,734 | |
| 3 | CRM |
Salesforce, Inc.
|
2,254 | $353,111 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
779 | $292,374 | |
| 5 | INTU |
Intuit Inc.
This page
|
1,038 | $270,918 | |
| 6 | SHOP |
Shopify Inc.
|
1,908 | $217,855 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,923 | $210,923 | |
| 8 | PLUS |
Eplus Inc
|
2,477 | $206,160 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,918 | 1,038 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $367,523 | 850 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $588,228 | 888 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $596,180 | 873 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $676,574 | 859 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $507,155 | 826 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $510,970 | 813 | Shares | Sole | 2025-03-19 | |
| 2024-09-30 | $205,551 | 331 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $226,080 | 344 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $248,950 | 383 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||