Position in INTU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$31,996
-$16,360 QoQ
Shares Held
74
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Rialto Wealth Management, LLC holds $1,408,628 across 49 Software - Application names. INTU ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
6,540 | $775,774 | |
| 2 | CRM |
Salesforce, Inc.
|
911 | $170,056 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
550 | $152,828 | |
| 4 | PAYX |
Paychex Inc
|
1,086 | $100,042 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
868 | $58,650 | |
| 6 | ADP |
Automatic Data Processing Inc
|
193 | $39,213 | |
| 7 | INTU |
Intuit Inc.
This page
|
74 | $31,996 | |
| 8 | ADBE |
Adobe Inc.
|
72 | $17,501 |
All Filings in INTU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,996 | 74 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,356 | 73 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $48,486 | 71 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $55,921 | 71 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $42,979 | 70 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $41,481 | 66 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||