Position in INTU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,766,600
-$1,778,146 QoQ
Shares Held
10,600
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#594
of 1,740 holders
Holding Since
Mar 2026
2 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, 2026CEERA INVESTMENTS, LLC holds $26,143,111 across 9 Software - Application names. INTU ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
|
33,009 | $4,040,961 | |
| 2 | FICO |
Fair Isaac Corp
|
3,106 | $3,710,986 | |
| 3 | PAYX |
Paychex Inc
|
33,929 | $3,336,238 | |
| 4 | CRM |
Salesforce, Inc.
|
20,779 | $3,255,238 | |
| 5 | INTU |
Intuit Inc.
This page
|
10,600 | $2,766,600 | |
| 6 | ADBE |
Adobe Inc.
|
13,050 | $2,675,511 | |
| 7 | DOCU |
Docusign, Inc.
|
57,627 | $2,559,791 | |
| 8 | UBER |
Uber Technologies, Inc
|
30,646 | $2,211,415 |
All Filings in INTU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,766,600 | 10,600 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,544,746 | 10,511 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||