Position in INTU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$396,720
-$245,796 QoQ
Shares Held
1,520
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,123
of 1,740 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sovran Advisors, LLC holds $6,413,395 across 9 Software - Application names. INTU ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
11,181 | $1,751,615 | |
| 2 | MSTR |
Strategy Inc
|
15,048 | $1,308,122 | |
| 3 | NOW |
ServiceNow, Inc.
|
11,811 | $1,172,596 | |
| 4 | ADBE |
Adobe Inc.
|
2,658 | $544,943 | |
| 5 | SHOP |
Shopify Inc.
|
4,740 | $541,213 | |
| 6 | INTU |
Intuit Inc.
This page
|
1,520 | $396,720 | |
| 7 | PTC |
Ptc Inc.
|
2,523 | $286,638 | |
| 8 | SNOW |
Snowflake Inc.
|
826 | $210,217 |
All Filings in INTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,720 | 1,520 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $642,516 | 1,486 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $874,394 | 1,320 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $895,295 | 1,311 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $968,784 | 1,230 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $886,601 | 1,444 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $251,400 | 400 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||