Position in INTU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$15,676,368
-$7,371,210 QoQ
Shares Held
36,256
+4.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99.50353045013239.ToString("F0")%
Shared 0.4964695498676081.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Moran Wealth Management, LLC holds $111,145,547 across 18 Software - Application names. INTU ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
104,512 | $29,040,748 | |
| 2 | INTU |
Intuit Inc.
This page
|
36,256 | $15,676,368 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
205,890 | $13,911,987 | |
| 4 | ADSK |
Autodesk, Inc.
|
37,979 | $9,092,171 | |
| 5 | ZM |
Zoom Communications, Inc.
|
107,601 | $8,650,044 | |
| 6 | NOW |
ServiceNow, Inc.
|
67,165 | $7,022,100 | |
| 7 | UBER |
Uber Technologies, Inc
|
76,156 | $5,477,900 | |
| 8 | CRM |
Salesforce, Inc.
|
27,788 | $5,187,185 |
All Filings in INTU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,676,368 | 36,256 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $23,047,578 | 34,793 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $24,502,127 | 35,879 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $29,504,619 | 37,460 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $23,591,336 | 38,423 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $24,545,439 | 39,054 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $24,273,027 | 39,087 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $25,497,776 | 38,797 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,290,200 | 38,908 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,535,552 | 39,255 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $20,123,882 | 39,386 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,099,879 | 39,503 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $17,946,886 | 40,255 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,898,563 | 38,278 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||