Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,181,590
-$1,715,557 QoQ
Shares Held
12,190
+70.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#562
of 1,740 holders
Holding Since
Dec 2021
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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $24,836,848 across 15 Software - Application names. INTU ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
16,543 | $5,597,985 | |
| 2 | UBER |
Uber Technologies, Inc
|
48,242 | $3,481,142 | |
| 3 | WDAY |
Workday, Inc.
|
27,655 | $3,385,525 | |
| 4 | INTU |
Intuit Inc.
This page
|
12,190 | $3,181,590 | |
| 5 | ADP |
Automatic Data Processing Inc
|
10,474 | $2,345,652 | |
| 6 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 7 | SHOP |
Shopify Inc.
|
10,930 | $1,247,987 | |
| 8 | CRM |
Salesforce, Inc.
|
4,979 | $780,010 |
All Filings in INTU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,181,590 | 12,190 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $4,897,147 | 7,171 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,320,730 | 8,025 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,581,593 | 7,462 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,484,291 | 8,726 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,132,806 | 11,486 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,927,267 | 12,062 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,230,200 | 6,508 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,180,969 | 11,489 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,280,053 | 10,334 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,091,866 | 6,748 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,238,958 | 5,022 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,905,231 | 4,895 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,597,307 | 4,124 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $247,452 | 642 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,068,907 | 2,223 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,298,661 | 2,019 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||