Position in INTU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$948,213
-$565,115 QoQ
Shares Held
3,633
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#862
of 1,740 holders
Holding Since
Jun 2022
16 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, 2026Ascent Group, LLC holds $20,895,457 across 19 Software - Application names. INTU ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
16,101 | $3,605,815 | |
| 2 | UBER |
Uber Technologies, Inc
|
41,121 | $2,967,287 | |
| 3 | CRM |
Salesforce, Inc.
|
18,077 | $2,831,938 | |
| 4 | NOW |
ServiceNow, Inc.
|
24,154 | $2,398,006 | |
| 5 | ADBE |
Adobe Inc.
|
6,075 | $1,245,493 | |
| 6 | PAYX |
Paychex Inc
|
10,930 | $1,074,743 | |
| 7 | INTU |
Intuit Inc.
This page
|
3,633 | $948,213 | |
| 8 | ROP |
Roper Technologies Inc
|
2,640 | $893,346 |
All Filings in INTU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,213 | 3,633 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,513,328 | 3,500 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,674,188 | 4,037 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $2,169,602 | 3,177 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,680,013 | 2,133 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $983,608 | 1,602 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $717,747 | 1,142 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $763,830 | 1,230 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,156,579 | 4,803 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,922,400 | 4,496 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,851,338 | 2,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,465,375 | 2,868 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $211,683 | 462 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $217,565 | 488 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $184,751 | 477 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $180,000 | 467 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||