Position in INTU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,747,656
+$227,841 QoQ
Shares Held
6,696
+90.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#703
of 1,740 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $18,827,462 across 29 Software - Application names. INTU ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
9,669 | $3,628,969 | |
| 2 | CRM |
Salesforce, Inc.
|
12,110 | $1,897,152 | |
| 3 | UBER |
Uber Technologies, Inc
|
24,665 | $1,779,826 | |
| 4 | INTU |
Intuit Inc.
This page
|
6,696 | $1,747,656 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,202 | $1,164,987 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,157 | $1,008,386 | |
| 7 | DDOG |
Datadog, Inc.
|
3,594 | $935,733 | |
| 8 | SNOW |
Snowflake Inc.
|
3,175 | $808,037 |
All Filings in INTU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,747,656 | 6,696 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,519,815 | 3,515 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,951,081 | 4,455 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,947,439 | 4,316 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,397,835 | 4,314 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,538,234 | 4,134 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,441,722 | 3,885 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,315,709 | 3,729 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,417,218 | 3,678 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,189,200 | 3,368 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,961,969 | 3,139 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,517,491 | 2,970 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,156,013 | 2,523 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $911,722 | 2,045 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $679,967 | 1,747 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $688,267 | 1,777 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $472,549 | 1,226 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $442,853 | 921 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $400,082 | 622 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||