Position in INTU
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$415,946
-$23,900 QoQ
Shares Held
962
+44.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Ascentis Independent Advisors holds $11,316,652 across 37 Software - Application names. INTU ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
19,518 | $3,643,421 | |
| 2 | UBER |
Uber Technologies, Inc
|
30,918 | $2,223,927 | |
| 3 | PAYX |
Paychex Inc
|
11,155 | $1,027,597 | |
| 4 | SAP |
Sap SE
|
4,061 | $695,282 | |
| 5 | SHOP |
Shopify Inc.
|
4,756 | $564,153 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,453 | $498,396 | |
| 7 | NOW |
ServiceNow, Inc.
|
4,413 | $461,374 | |
| 8 | INTU |
Intuit Inc.
This page
|
962 | $415,946 |
All Filings in INTU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,946 | 962 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $439,846 | 664 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $219,897 | 322 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $205,519 | 327 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $84,456 | 136 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||