Position in INTU
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$223,972
-$214,550 QoQ
Shares Held
518
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026SEVEN MILE ADVISORY holds $1,699,706 across 7 Software - Application names. INTU ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
4,457 | $528,689 | |
| 2 | CRM |
Salesforce, Inc.
|
1,350 | $252,004 | |
| 3 | SAP |
Sap SE
|
1,398 | $239,351 | |
| 4 | INTU |
Intuit Inc.
This page
|
518 | $223,972 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,036 | $212,863 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
752 | $208,958 | |
| 7 | RBBN |
Ribbon Communications Inc.
|
15,976 | $33,869 |
All Filings in INTU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,972 | 518 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $438,522 | 662 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $741,640 | 1,086 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $734,858 | 933 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $564,256 | 919 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $611,530 | 973 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $660,123 | 1,063 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $635,522 | 967 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $598,650 | 921 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $566,277 | 906 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $444,517 | 870 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $369,759 | 807 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||