Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,745
-$9,009 QoQ
Shares Held
45
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,610
of 1,740 holders
Holding Since
Dec 2022
15 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, 2026DecisionPoint Financial, LLC holds $166,977 across 44 Software - Application names. INTU ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
566 | $64,625 | |
| 2 | PAYX |
Paychex Inc
|
399 | $39,233 | |
| 3 | SOUN |
Soundhound Ai, Inc.
|
5,781 | $37,403 | |
| 4 | INTU |
Intuit Inc.
This page
|
45 | $11,745 | |
| 5 | UBER |
Uber Technologies, Inc
|
22 | $1,587 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4 | $1,501 | |
| 7 | PDFS |
Pdf Solutions Inc
|
21 | $1,486 | |
| 8 | FICO |
Fair Isaac Corp
|
1 | $1,194 |
All Filings in INTU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,745 | 45 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,754 | 48 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $47,031 | 71 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $48,486 | 71 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $82,701 | 105 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $61,399 | 100 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $62,850 | 100 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $62,100 | 100 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $65,721 | 100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $65,000 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $62,503 | 100 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $51,094 | 100 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $45,819 | 100 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $66,874 | 150 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $38,922 | 100 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||