Position in INTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$687,474
-$6,066,301 QoQ
Shares Held
2,634
-83.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#938
of 1,740 holders
Holding Since
Dec 2021
19 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, 2026Berger Financial Group, Inc holds $21,271,116 across 7 Software - Application names. INTU ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
44,935 | $11,699,276 | |
| 2 | ADSK |
Autodesk, Inc.
|
22,828 | $4,438,219 | |
| 3 | ADBE |
Adobe Inc.
|
16,154 | $3,311,893 | |
| 4 | INTU |
Intuit Inc.
This page
|
2,634 | $687,474 | |
| 5 | FICO |
Fair Isaac Corp
|
556 | $664,297 | |
| 6 | CRM |
Salesforce, Inc.
|
1,619 | $253,632 | |
| 7 | SNOW |
Snowflake Inc.
|
850 | $216,325 |
All Filings in INTU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,474 | 2,634 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,753,775 | 15,620 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,220,431 | 3,352 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,308,918 | 3,381 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,694,482 | 3,421 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,138,527 | 3,483 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,216,719 | 3,527 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,234,979 | 3,599 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,501,998 | 3,807 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,519,400 | 3,876 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,468,868 | 3,950 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,048,869 | 4,010 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,913,859 | 4,177 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,875,160 | 4,206 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,684,544 | 4,328 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,753,784 | 4,528 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,832,381 | 4,754 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,627,790 | 5,465 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,382,693 | 5,259 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||