Position in INTU
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$31,430,142
-$22,931,265 QoQ
Shares Held
120,422
-4.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 25%
Shared 3%
None 72%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $810,438,782 across 83 Software - Application names. INTU ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,157,170 | $114,883,836 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,310,839 | $94,590,141 | |
| 3 | ROP |
Roper Technologies Inc
|
236,461 | $80,016,037 | |
| 4 | ADP |
Automatic Data Processing Inc
|
346,598 | $77,620,621 | |
| 5 | PAYX |
Paychex Inc
|
747,865 | $73,537,564 | |
| 6 | ADBE |
Adobe Inc.
|
216,574 | $44,402,000 | |
| 7 | CRM |
Salesforce, Inc.
|
283,337 | $44,387,574 | |
| 8 | INTU |
Intuit Inc.
This page
|
120,422 | $31,430,142 |
All Filings in INTU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,430,142 | 120,422 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $54,361,407 | 125,726 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $96,039,638 | 144,983 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $92,390,210 | 135,289 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $103,793,091 | 131,779 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $77,205,556 | 125,744 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $78,915,716 | 125,562 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $83,608,956 | 134,636 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $84,132,080 | 128,014 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $82,451,850 | 126,849 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $77,971,866 | 124,749 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $62,819,050 | 122,948 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $56,417,850 | 123,132 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $54,835,306 | 122,996 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $23,111,883 | 59,380 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||