Position in INTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$844,596
-$7,886,453 QoQ
Shares Held
3,236
-84.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#889
of 1,736 holders
Holding Since
Dec 2023
10 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, 2026Turtle Creek Wealth Advisors, LLC holds $11,174,189 across 13 Software - Application names. INTU ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,596 | $3,268,774 | |
| 2 | PAYX |
Paychex Inc
|
12,929 | $1,271,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
12,336 | $1,224,718 | |
| 4 | INTU |
Intuit Inc.
This page
|
3,236 | $844,596 | |
| 5 | ROP |
Roper Technologies Inc
|
2,293 | $775,928 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,923 | $721,740 | |
| 7 | UBER |
Uber Technologies, Inc
|
9,101 | $656,728 | |
| 8 | DDOG |
Datadog, Inc.
|
2,304 | $599,869 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,596 | 3,236 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,731,049 | 20,193 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,436,681 | 17,265 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,822,977 | 14,384 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,796,541 | 12,438 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,084,216 | 11,538 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $6,059,718 | 9,758 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,199,461 | 9,433 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $941,850 | 1,449 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $961,921 | 1,539 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||