Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$438,865
New position
Shares Held
1,015
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026Gateway Wealth Partners, LLC holds $4,174,185 across 11 Software - Application names. INTU ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,681 | $687,132 | |
| 2 | UBER |
Uber Technologies, Inc
|
8,332 | $599,320 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,290 | $448,519 | |
| 4 | INTU |
Intuit Inc.
This page
|
1,015 | $438,865 | |
| 5 | ADBE |
Adobe Inc.
|
1,721 | $418,340 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,197 | $332,610 | |
| 7 | IDCC |
InterDigital, Inc.
|
1,038 | $313,476 | |
| 8 | PAYX |
Paychex Inc
|
3,060 | $281,887 |
All Filings in INTU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,865 | 1,015 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||