Berkeley, Inc

Position in INTU — Intuit Inc.

CIK 2051965 Boise, ID

Position in INTU

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,689,344

-$6,545 QoQ

Shares Held

10,304

+65.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#603

of 1,740 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Technology · as of Jun 30, 2026

Berkeley, Inc holds $7,420,920 across 3 Software - Application names. INTU ranks #2 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYC	Paycom Software, Inc.	32,887	$4,133,238
2	INTU	Intuit Inc. This page	10,304	$2,689,344
3	PAYX	Paychex Inc	6,085	$598,338

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,689,344	10,304	+65.3%	Shares	Sole	2026-07-24
2026-03-31	$2,695,889	6,235	+2057.4%	Shares	Sole	2026-04-24
2025-06-30	$227,625	289	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.