Position in INTU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$273,696
+$104,117 QoQ
Shares Held
633
+147.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Root Financial Partners, LLC holds $4,026,181 across 111 Software - Application names. INTU ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,542 | $661,185 | |
| 2 | SHOP |
Shopify Inc.
|
4,251 | $504,253 | |
| 3 | UBER |
Uber Technologies, Inc
|
4,758 | $342,242 | |
| 4 | WDAY |
Workday, Inc.
|
2,626 | $341,169 | |
| 5 | INTU |
Intuit Inc.
This page
|
633 | $273,696 | |
| 6 | ADBE |
Adobe Inc.
|
1,041 | $253,046 | |
| 7 | ADP |
Automatic Data Processing Inc
|
890 | $180,830 | |
| 8 | SNOW |
Snowflake Inc.
|
975 | $147,049 |
All Filings in INTU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,696 | 633 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $169,579 | 256 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $198,043 | 290 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $407,992 | 518 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||