Farther Finance Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in INTU

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$5,564,730

-$2,994,398 QoQ

Shares Held

12,870

-0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $70,013,451 across 138 Software - Application names. INTU ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	43,478	$8,116,038
2	BSY	Bentley Systems Inc	218,375	$7,669,330
3	UBER	Uber Technologies, Inc	86,428	$6,216,766
4	SHOP	Shopify Inc.	50,259	$5,961,722
5	INTU	Intuit Inc. This page	12,870	$5,564,730
6	NOW	ServiceNow, Inc.	47,162	$4,930,787
7	ADP	Automatic Data Processing Inc	24,096	$4,895,825
8	ADBE	Adobe Inc.	15,934	$3,873,236

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,564,730	12,870	-0.4%	Shares	Sole	2026-04-07
2025-12-31	$8,559,128	12,921	+14.1%	Shares	Sole	2026-01-23
2025-09-30	$7,731,907	11,322	+48.2%	Shares	Sole	2025-10-14
2025-06-30	$6,015,917	7,638	+37.1%	Shares	Sole	2025-07-11
2025-03-31	$3,421,766	5,573	-1.4%	Shares	Sole	2025-04-14
2024-12-31	$3,551,025	5,650	+5.2%	Shares	Sole	2025-02-10
2024-09-30	$3,336,012	5,372	-0.7%	Shares	Sole	2024-10-29
2024-06-30	$3,555,506	5,410	+90.2%	Shares	Sole	2024-07-31
2024-03-31	$1,849,250	2,845	-20.6%	Shares	Sole	2024-05-14
2023-12-31	$2,239,482	3,583	+316.6%	Shares	Sole	2024-02-15
2023-09-30	$439,408	860	+142.3%	Shares	Sole	2023-11-14
2023-06-30	$162,657	355	+16.0%	Shares	Sole	2024-05-14
2023-03-31	$136,423	306	-6.7%	Shares	Sole	2024-05-14
2022-12-31	$127,664	328	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.