Position in INTU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$419,166
+$159,739 QoQ
Shares Held
1,606
+167.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,095
of 1,740 holders
Holding Since
Jun 2025
5 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $6,718,927 across 19 Software - Application names. INTU ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
2,958 | $752,811 | |
| 2 | TEAM |
Atlassian Corp
|
7,157 | $556,742 | |
| 3 | PAYX |
Paychex Inc
|
5,273 | $518,493 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,160 | $483,731 | |
| 5 | ZM |
Zoom Communications, Inc.
|
4,975 | $429,391 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,301 | $427,002 | |
| 7 | INTU |
Intuit Inc.
This page
|
1,606 | $419,166 | |
| 8 | HUBS |
Hubspot Inc
|
2,056 | $375,239 |
All Filings in INTU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,166 | 1,606 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $259,427 | 600 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $213,961 | 323 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $432,281 | 633 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $218,172 | 277 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||