Position in INTU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,764,360
-$1,058,649 QoQ
Shares Held
6,760
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#700
of 1,739 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Jun 30, 2026CallValue
$339,300
CallShares
1,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Savvy Advisors, Inc. holds $18,998,910 across 23 Software - Application names. INTU ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,353 | $2,759,727 | |
| 2 | ADP |
Automatic Data Processing Inc
|
8,917 | $1,996,962 | |
| 3 | SHOP |
Shopify Inc.
|
16,071 | $1,834,986 | |
| 4 | UBER |
Uber Technologies, Inc
|
24,718 | $1,783,650 | |
| 5 | INTU |
Intuit Inc.
This page
|
6,760 | $1,764,360 | |
| 6 | CRM |
Salesforce, Inc.
|
9,609 | $1,505,345 | |
| 7 | ADBE |
Adobe Inc.
|
7,126 | $1,460,972 | |
| 8 | NOW |
ServiceNow, Inc.
|
13,405 | $1,330,848 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,764,360 | 6,760 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $339,300 | 1,300 | Call | Sole | 2026-08-03 | |
| 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. | ||||||