Position in INTU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$112,230
-$91,420 QoQ
Shares Held
430
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,447
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026Rosenberg Matthew Hamilton holds $745,471 across 14 Software - Application names. INTU ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
1,611 | $248,271 | |
| 2 | PAYX |
Paychex Inc
|
1,392 | $136,875 | |
| 3 | INTU |
Intuit Inc.
This page
|
430 | $112,230 | |
| 4 | ADP |
Automatic Data Processing Inc
|
338 | $75,695 | |
| 5 | SHOP |
Shopify Inc.
|
614 | $70,106 | |
| 6 | CRM |
Salesforce, Inc.
|
332 | $52,011 | |
| 7 | UBER |
Uber Technologies, Inc
|
237 | $17,101 | |
| 8 | NOW |
ServiceNow, Inc.
|
105 | $10,424 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,230 | 430 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $203,650 | 471 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $321,936 | 486 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $337,357 | 494 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $378,062 | 480 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $314,976 | 513 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $322,420 | 513 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $304,290 | 490 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $312,174 | 475 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $318,500 | 490 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $306,264 | 490 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $250,360 | 490 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $224,513 | 490 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $218,456 | 490 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $190,717 | 490 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $183,977 | 475 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $170,364 | 442 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $212,531 | 442 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $304,243 | 473 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $250,872 | 465 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $216,655 | 442 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $163,566 | 427 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $162,195 | 427 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $139,291 | 427 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $126,473 | 427 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $98,210 | 427 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||