Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,786
New position
Shares Held
26
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,643
of 1,740 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $57,515 across 13 Software - Application names. INTU ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
50 | $11,197 | |
| 2 | PAYX |
Paychex Inc
|
83 | $8,161 | |
| 3 | SHOP |
Shopify Inc.
|
68 | $7,764 | |
| 4 | INTU |
Intuit Inc.
This page
|
26 | $6,786 | |
| 5 | CRM |
Salesforce, Inc.
|
41 | $6,423 | |
| 6 | ADSK |
Autodesk, Inc.
|
22 | $4,277 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
9 | $3,377 | |
| 8 | DUOL |
Duolingo, Inc.
|
21 | $2,415 |
All Filings in INTU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,786 | 26 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||