Compound Planning, Inc.

Position in INTU — Intuit Inc.

CIK 1978879 NEW YORK, NY

Position in INTU

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,764,542

-$1,343,532 QoQ

Shares Held

4,081

-13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Compound Planning, Inc. holds $44,824,958 across 31 Software - Application names. INTU ranks #6 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	879,216	$18,586,626
2	SHOP	Shopify Inc.	32,249	$3,825,376
3	UBER	Uber Technologies, Inc	46,361	$3,334,745
4	CRM	Salesforce, Inc.	13,855	$2,586,312
5	NOW	ServiceNow, Inc.	18,996	$1,986,031
6	INTU	Intuit Inc. This page	4,081	$1,764,542
7	SAP	Sap SE	8,039	$1,376,357
8	VIA	Via Transportation, Inc.	87,473	$1,312,095

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,764,542	4,081	-13.0%	Shares	Other	2026-05-14
2025-12-31	$3,108,074	4,692	+22.9%	Shares	Sole	2026-02-19
2025-09-30	$2,607,350	3,818	+5.4%	Shares	Sole	2025-11-10
2025-06-30	$2,854,371	3,624	+11.5%	Shares	Sole	2025-08-14
2025-03-31	$1,996,081	3,251	+28.4%	Shares	Sole	2025-05-14
2024-12-31	$1,591,362	2,532	+11.3%	Shares	Sole	2025-01-17
2024-09-30	$1,412,775	2,275	-2.0%	Shares	Sole	2024-10-08
2024-06-30	$1,525,384	2,321	+40.6%	Shares	Sole	2024-07-26
2024-03-31	$1,073,150	1,651	+16.8%	Shares	Sole	2024-05-07
2023-12-31	$883,167	1,413	+72.5%	Shares	Sole	2024-02-08
2023-09-30	$418,459	819	-4.7%	Shares	Sole	2023-11-09
2023-06-30	$393,585	859	+18.0%	Shares	Sole	2023-08-03
2023-03-31	$324,564	728	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.