Position in INTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,352
-$5,484 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,628
of 1,740 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $41,854 across 9 Software - Application names. INTU ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
58 | $11,891 | |
| 2 | INTU |
Intuit Inc.
This page
|
32 | $8,352 | |
| 3 | ADP |
Automatic Data Processing Inc
|
34 | $7,614 | |
| 4 | NOW |
ServiceNow, Inc.
|
45 | $4,467 | |
| 5 | PAYX |
Paychex Inc
|
35 | $3,441 | |
| 6 | CRM |
Salesforce, Inc.
|
18 | $2,819 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
31 | $1,923 | |
| 8 | ADSK |
Autodesk, Inc.
|
5 | $972 |
All Filings in INTU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,352 | 32 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,836 | 32 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $21,197 | 32 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||