Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,943,796
-$14,035,376 QoQ
Shares Held
30,436
-40.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#397
of 1,744 holders
Holding Since
Mar 2020
21 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, 2026Northwest & Ethical Investments L.P. holds $93,505,590 across 23 Software - Application names. INTU ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
277,949 | $31,736,216 | |
| 2 | ADSK |
Autodesk, Inc.
|
74,225 | $14,430,824 | |
| 3 | ADP |
Automatic Data Processing Inc
|
48,839 | $10,937,494 | |
| 4 | NOW |
ServiceNow, Inc.
|
107,604 | $10,682,925 | |
| 5 | INTU |
Intuit Inc.
This page
|
30,436 | $7,943,796 | |
| 6 | OTEX |
Open Text Corp
|
275,491 | $6,102,125 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
32,784 | $2,269,964 | |
| 8 | UBER |
Uber Technologies, Inc
|
20,071 | $1,448,323 |
All Filings in INTU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,943,796 | 30,436 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,979,172 | 50,833 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,808,083 | 48,018 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,966,138 | 52,666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $40,774,817 | 51,769 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,797,269 | 56,674 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,199,079 | 40,094 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $23,052,762 | 37,122 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,094,742 | 33,619 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,978,100 | 32,274 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $19,677,819 | 31,483 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $13,202,689 | 25,840 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $6,706,527 | 14,637 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $6,525,613 | 14,637 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $1,046,649 | 1,940 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $957,792 | 1,954 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $748,499 | 1,954 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $742,226 | 1,954 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $637,414 | 1,954 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $1,799,354 | 6,075 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $1,380,460 | 6,002 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||