Position in INTU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,823,009
-$321,498 QoQ
Shares Held
6,529
+37.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Savvy Advisors, Inc. holds $19,165,594 across 22 Software - Application names. INTU ranks #1 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
6,529 | $2,823,009 | |
| 2 | UBER |
Uber Technologies, Inc
|
37,978 | $2,731,757 | |
| 3 | CRM |
Salesforce, Inc.
|
13,571 | $2,533,298 | |
| 4 | ADP |
Automatic Data Processing Inc
|
9,052 | $1,839,185 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
5,879 | $1,633,597 | |
| 6 | SHOP |
Shopify Inc.
|
11,937 | $1,415,966 | |
| 7 | ADBE |
Adobe Inc.
|
4,851 | $1,179,181 | |
| 8 | NOW |
ServiceNow, Inc.
|
9,416 | $984,442 |
All Filings in INTU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,823,009 | 6,529 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,144,507 | 4,747 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,534,279 | 3,711 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,682,667 | 3,406 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,950,646 | 3,177 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,911,268 | 3,041 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $842,076 | 1,356 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $368,037 | 560 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||