Position in INTU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,196,946
-$17,651,795 QoQ
Shares Held
4,586
-89.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#801
of 1,740 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Talbot Financial, LLC holds $39,050,307 across 8 Software - Application names. INTU ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
98,543 | $15,437,746 | |
| 2 | NOW |
ServiceNow, Inc.
|
115,337 | $11,450,657 | |
| 3 | UBER |
Uber Technologies, Inc
|
132,434 | $9,556,437 | |
| 4 | INTU |
Intuit Inc.
This page
|
4,586 | $1,196,946 | |
| 5 | WK |
Workiva Inc
|
10,500 | $509,355 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,000 | $375,320 | |
| 7 | ADBE |
Adobe Inc.
|
1,572 | $322,291 | |
| 8 | ADP |
Automatic Data Processing Inc
|
900 | $201,555 |
All Filings in INTU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,946 | 4,586 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $18,848,741 | 43,593 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,917,844 | 39,126 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $26,912,800 | 39,409 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $28,686,272 | 36,421 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,589,964 | 31,906 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $20,733,586 | 32,989 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $20,760,651 | 33,431 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $21,919,925 | 33,353 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $21,576,100 | 33,194 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $20,805,998 | 33,288 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $16,388,911 | 32,076 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,657,498 | 31,990 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $13,994,157 | 31,389 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,856,419 | 30,462 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||