Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,236,552
+$1,174,871 QoQ
Shares Held
16,232
+129.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#516
of 1,740 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Concurrent Investment Advisors, LLC holds $108,241,737 across 29 Software - Application names. INTU ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
146,754 | $22,990,481 | |
| 2 | UBER |
Uber Technologies, Inc
|
270,930 | $19,550,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
124,336 | $12,344,077 | |
| 4 | ADP |
Automatic Data Processing Inc
|
38,791 | $8,687,244 | |
| 5 | DDOG |
Datadog, Inc.
|
32,533 | $8,470,291 | |
| 6 | SHOP |
Shopify Inc.
|
43,078 | $4,918,645 | |
| 7 | SNOW |
Snowflake Inc.
|
17,219 | $4,382,235 | |
| 8 | INTU |
Intuit Inc.
This page
|
16,232 | $4,236,552 |
All Filings in INTU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,236,552 | 16,232 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,061,681 | 7,081 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,954,901 | 7,480 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,868,685 | 5,665 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,398,913 | 5,585 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,215,465 | 5,237 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,156,955 | 5,023 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,257,145 | 5,245 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,228,215 | 4,912 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,733,600 | 5,744 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,498,244 | 3,997 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||