Position in INTU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$540,270
-$406,642 QoQ
Shares Held
2,070
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,004
of 1,736 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Jun 30, 2026CallValue
$104,400
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Accretive Wealth Partners, LLC holds $9,317,315 across 7 Software - Application names. INTU ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
15,826 | $3,544,232 | |
| 2 | FICO |
Fair Isaac Corp
|
1,422 | $1,698,977 | |
| 3 | UBER |
Uber Technologies, Inc
|
21,653 | $1,562,480 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,162 | $809,176 | |
| 5 | TYL |
Tyler Technologies Inc
|
2,590 | $757,471 | |
| 6 | INTU |
Intuit Inc.
This page
|
2,070 | $540,270 | |
| 7 | ADBE |
Adobe Inc.
|
1,974 | $404,709 |
All Filings in INTU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,270 | 2,070 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $104,400 | 400 | Call | Sole | 2026-07-29 | |
| 2026-03-31 | $946,912 | 2,190 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,426,852 | 2,154 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,548,839 | 2,268 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,613,853 | 2,049 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,247,013 | 2,031 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,163,353 | 1,851 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,150,713 | 1,853 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,228,982 | 1,870 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,214,850 | 1,869 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,168,181 | 1,869 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $952,903 | 1,865 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $843,985 | 1,842 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $780,202 | 1,750 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $653,889 | 1,680 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $625,521 | 1,615 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $612,464 | 1,589 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $786,654 | 1,636 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,030,438 | 1,602 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,268,388 | 2,351 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,134,253 | 2,314 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $709,427 | 1,852 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $624,473 | 1,644 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||