Breakwater Capital Group

Position in INTU — Intuit Inc.

CIK 1964309 PARAMUS, NJ

Position in INTU

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$223,677

-$245,022 QoQ

Shares Held

857

-20.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,342

of 1,740 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Breakwater Capital Group holds $2,940,779 across 6 Software - Application names. INTU ranks #6 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	3,088	$785,896
2	SHOP	Shopify Inc.	5,511	$629,245
3	CRM	Salesforce, Inc.	3,457	$541,573
4	UBER	Uber Technologies, Inc	6,969	$502,883
5	ADBE	Adobe Inc.	1,256	$257,505
6	INTU	Intuit Inc. This page	857	$223,677

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,677	857	-20.9%	Shares	Sole	2026-07-08
2026-03-31	$468,699	1,084	-0.7%	Shares	Sole	2026-04-20
2025-12-31	$723,362	1,092	-1.6%	Shares	Sole	2026-01-09
2025-09-30	$758,030	1,110	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$875,056	1,111	-3.9%	Shares	Sole	2025-07-09
2025-03-31	$709,772	1,156	+2.4%	Shares	Sole	2025-04-10
2024-12-31	$709,576	1,129	-1.3%	Shares	Sole	2025-01-14
2024-09-30	$710,424	1,144	+1.1%	Shares	Sole	2024-10-04
2024-06-30	$743,961	1,132	+0.4%	Shares	Sole	2024-07-26
2024-03-31	$733,200	1,128	+9.9%	Shares	Sole	2024-04-18
2023-12-31	$641,280	1,026	+4.4%	Shares	Sole	2024-01-24
2023-09-30	$502,254	983	+3.6%	Shares	Sole	2023-11-06
2023-06-30	$434,822	949	—	Shares	Sole	2023-07-24
No filing history on record for this holder in this stock.