Position in INTU
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$102,041
-$41,041 QoQ
Shares Held
236
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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 Mar 31, 2026Cornerstone Planning Group LLC holds $1,081,766 across 53 Software - Application names. INTU ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,469 | $105,665 | |
| 2 | INTU |
Intuit Inc.
This page
|
236 | $102,041 | |
| 3 | MSTR |
Strategy Inc
|
690 | $86,112 | |
| 4 | CRM |
Salesforce, Inc.
|
461 | $86,054 | |
| 5 | NOW |
ServiceNow, Inc.
|
711 | $74,335 | |
| 6 | ADP |
Automatic Data Processing Inc
|
332 | $67,455 | |
| 7 | ROP |
Roper Technologies Inc
|
143 | $50,601 | |
| 8 | PAYX |
Paychex Inc
|
481 | $44,309 |
All Filings in INTU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,041 | 236 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $143,082 | 216 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $148,191 | 217 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $162,251 | 206 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $127,709 | 208 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $47,137 | 75 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $48,438 | 78 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $51,262 | 78 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $53,950 | 83 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $70,003 | 112 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $57,225 | 112 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $49,026 | 107 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $38,532 | 99 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||