Position in INTU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$172,087
-$84,931 QoQ
Shares Held
398
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Covestor Ltd holds $4,254,924 across 112 Software - Application names. INTU ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALIT |
Alight, Inc. / Delaware
|
44,126 | $514,244 | |
| 2 | WDAY |
Workday, Inc.
|
3,761 | $488,629 | |
| 3 | DOMO |
Domo, Inc.
|
69,382 | $212,308 | |
| 4 | ZM |
Zoom Communications, Inc.
|
2,180 | $175,249 | |
| 5 | INTU |
Intuit Inc.
This page
|
398 | $172,087 | |
| 6 | NOW |
ServiceNow, Inc.
|
1,129 | $118,036 | |
| 7 | DT |
Dynatrace, Inc.
|
3,035 | $112,234 | |
| 8 | YOU |
Clear Secure, Inc.
|
2,303 | $111,488 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,087 | 398 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $257,018 | 388 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $218,531 | 320 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $245,740 | 312 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $160,865 | 262 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $191,692 | 305 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $239,085 | 385 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $235,938 | 359 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $273,000 | 420 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $192,509 | 308 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $158,391 | 310 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $143,871 | 314 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $140,882 | 316 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $137,394 | 353 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $171,970 | 444 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $160,343 | 416 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $244,266 | 508 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $290,735 | 452 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||