Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,976,418
+$17,731,477 QoQ
Shares Held
76,538
+2158.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#239
of 1,740 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $108,282,340 across 12 Software - Application names. INTU ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
155,537 | $24,366,426 | |
| 2 | ZM |
Zoom Communications, Inc.
|
281,078 | $24,259,842 | |
| 3 | INTU |
Intuit Inc.
This page
|
76,538 | $19,976,418 | |
| 4 | MITK |
Mitek Systems Inc
|
479,697 | $9,656,300 | |
| 5 | UPBD |
Upbound Group, Inc.
|
306,014 | $6,493,617 | |
| 6 | UBER |
Uber Technologies, Inc
|
83,700 | $6,039,792 | |
| 7 | SHOP |
Shopify Inc.
|
43,440 | $4,959,979 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,099 | $3,782,468 |
All Filings in INTU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,976,418 | 76,538 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,244,941 | 3,389 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,899,855 | 2,782 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,412 | 290 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||