Position in INTU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$40,545,574
-$13,815,833 QoQ
Shares Held
8,592,697
+6734.5% QoQ
Ownership
3.14%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#160
of 1,740 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
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 $840,123,084 across 75 Software - Application names. INTU ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
3,448,627 | $119,278,433 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,346,774 | $97,183,211 | |
| 3 | ADP |
Automatic Data Processing Inc
|
398,039 | $89,140,834 | |
| 4 | ROP |
Roper Technologies Inc
|
1,525,470 | $80,952,642 | |
| 5 | PAYX |
Paychex Inc
|
748,039 | $73,554,674 | |
| 6 | CRM |
Salesforce, Inc.
|
1,108,019 | $49,049,704 | |
| 7 | ADBE |
Adobe Inc.
|
426,631 | $46,665,904 | |
| 8 | INTU |
Intuit Inc.
This page
|
8,592,697 | $40,545,574 |
All Filings in INTU
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,521,657 | 8,470,000 | Principal | Sole | 2026-08-17 | |
| 2026-06-30 | $32,023,917 | 122,697 | Shares | Sole | 2026-08-17 | |
| 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 | Sole | 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. | ||||||