Position in INTU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$12,537
-$710 QoQ
Shares Held
29
+45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Bare Financial Services, Inc holds $258,503 across 74 Software - Application names. INTU ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
132 | $24,639 | |
| 2 | IDCC |
InterDigital, Inc.
|
49 | $14,798 | |
| 3 | SAP |
Sap SE
|
86 | $14,723 | |
| 4 | INTU |
Intuit Inc.
This page
|
29 | $12,537 | |
| 5 | YOU |
Clear Secure, Inc.
|
249 | $12,054 | |
| 6 | UBER |
Uber Technologies, Inc
|
161 | $11,579 | |
| 7 | ADP |
Automatic Data Processing Inc
|
53 | $10,767 | |
| 8 | NOW |
ServiceNow, Inc.
|
102 | $10,663 |
All Filings in INTU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,537 | 29 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,247 | 20 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,973 | 19 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,814 | 15 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,841 | 3 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||