Position in INTU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$24,574,749
-$10,984,617 QoQ
Shares Held
56,836
+5.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 65.11541980434936.ToString("F0")%
Shared 1.0099232880568654.ToString("F0")%
None 33.87465690759378.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Pathstone Holdings, LLC holds $308,757,027 across 65 Software - Application names. INTU ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
604,299 | $43,467,225 | |
| 2 | SHOP |
Shopify Inc.
|
233,548 | $27,703,462 | |
| 3 | INTU |
Intuit Inc.
This page
|
56,836 | $24,574,749 | |
| 4 | SAP |
Sap SE
|
129,408 | $22,155,942 | |
| 5 | CRM |
Salesforce, Inc.
|
100,063 | $18,678,759 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
62,341 | $17,322,692 | |
| 7 | ADP |
Automatic Data Processing Inc
|
81,866 | $16,633,532 | |
| 8 | NOW |
ServiceNow, Inc.
|
143,864 | $15,040,979 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,574,749 | 56,836 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,559,366 | 53,681 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $35,475,807 | 51,948 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $41,169,419 | 52,270 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $34,245,905 | 55,776 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,994,251 | 55,679 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $33,912,189 | 54,609 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $35,672,700 | 54,279 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $35,165,000 | 54,100 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $27,136,926 | 43,417 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||