Position in INTU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$363,312
-$248,938 QoQ
Shares Held
1,392
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,148
of 1,740 holders
Holding Since
Sep 2025
4 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, 2026Simplify Asset Management Inc. holds $3,996,280 across 10 Software - Application names. INTU ranks #7 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
4,420 | $692,437 | |
| 2 | NOW |
ServiceNow, Inc.
|
5,571 | $553,088 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,356 | $508,933 | |
| 4 | ADBE |
Adobe Inc.
|
2,379 | $487,742 | |
| 5 | DDOG |
Datadog, Inc.
|
1,733 | $451,203 | |
| 6 | SNOW |
Snowflake Inc.
|
1,662 | $422,979 | |
| 7 | INTU |
Intuit Inc.
This page
|
1,392 | $363,312 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,351 | $241,808 |
All Filings in INTU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,312 | 1,392 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $612,250 | 1,416 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $972,432 | 1,468 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $799,687 | 1,171 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||