Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$521,217
New position
Shares Held
1,997
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,018
of 1,740 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Software - Application
Technology · as of Jun 30, 2026Excelsior Advisor Network LLC holds $6,314,356 across 11 Software - Application names. INTU ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,416 | $1,212,913 | |
| 2 | CRM |
Salesforce, Inc.
|
6,655 | $1,042,572 | |
| 3 | NOW |
ServiceNow, Inc.
|
7,288 | $723,552 | |
| 4 | ADBE |
Adobe Inc.
|
2,978 | $610,549 | |
| 5 | INTU |
Intuit Inc.
This page
|
1,997 | $521,217 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,341 | $457,566 | |
| 7 | IDCC |
InterDigital, Inc.
|
1,604 | $454,140 | |
| 8 | PAYX |
Paychex Inc
|
4,162 | $409,249 |
All Filings in INTU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,217 | 1,997 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||