Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,673,271
-$1,308,853 QoQ
Shares Held
6,411
-7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#711
of 1,740 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Empower Advisory Group, LLC holds $151,499,282 across 13 Software - Application names. INTU ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
311,068 | $79,166,806 | |
| 2 | CRM |
Salesforce, Inc.
|
392,690 | $61,518,815 | |
| 3 | ADSK |
Autodesk, Inc.
|
8,724 | $1,696,120 | |
| 4 | INTU |
Intuit Inc.
This page
|
6,411 | $1,673,271 | |
| 5 | SHOP |
Shopify Inc.
|
14,068 | $1,606,284 | |
| 6 | ADP |
Automatic Data Processing Inc
|
6,314 | $1,414,020 | |
| 7 | UBER |
Uber Technologies, Inc
|
16,040 | $1,157,446 | |
| 8 | BSY |
Bentley Systems Inc
|
35,849 | $1,071,526 |
All Filings in INTU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,271 | 6,411 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,982,124 | 6,897 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,584,200 | 8,430 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,676,347 | 8,312 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,570,409 | 8,342 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,884,904 | 7,956 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,552,854 | 7,244 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,782,942 | 7,702 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,559,339 | 8,459 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,794,400 | 7,376 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,739,554 | 5,983 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,742,725 | 5,368 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,135,852 | 6,844 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,534,094 | 7,927 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||