Position in INTU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,184,157
-$1,430,444 QoQ
Shares Held
4,537
-25.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#803
of 1,740 holders
Holding Since
Jun 2022
17 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, 2026Focus Partners Advisor Solutions, LLC holds $28,012,345 across 32 Software - Application names. INTU ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
12,875 | $3,276,687 | |
| 2 | NOW |
ServiceNow, Inc.
|
23,071 | $2,290,488 | |
| 3 | ADP |
Automatic Data Processing Inc
|
10,155 | $2,274,212 | |
| 4 | TEAM |
Atlassian Corp
|
24,184 | $1,881,273 | |
| 5 | ADBE |
Adobe Inc.
|
8,637 | $1,770,757 | |
| 6 | ZM |
Zoom Communications, Inc.
|
17,629 | $1,521,558 | |
| 7 | DDOG |
Datadog, Inc.
|
5,641 | $1,468,690 | |
| 8 | INTU |
Intuit Inc.
This page
|
4,537 | $1,184,157 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,157 | 4,537 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $2,614,601 | 6,047 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,485,399 | 3,752 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,973,390 | 4,354 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,599,966 | 3,301 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,711,190 | 2,787 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,578,163 | 2,511 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $1,063,773 | 1,713 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,075,195 | 1,636 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,186,250 | 1,825 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $701,283 | 1,122 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $565,610 | 1,107 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $468,270 | 1,022 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $448,504 | 1,006 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $467,064 | 1,200 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $584,853 | 1,510 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $467,924 | 1,214 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||