Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,971
-$229,460 QoQ
Shares Held
30
-91.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 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 Mar 31, 2026Silver Grove Financial Group, Inc. holds $154,548 across 15 Software - Application names. INTU ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
375 | $39,206 | |
| 2 | FICO |
Fair Isaac Corp
|
25 | $26,688 | |
| 3 | ADP |
Automatic Data Processing Inc
|
94 | $19,098 | |
| 4 | APPF |
Appfolio Inc
|
98 | $15,466 | |
| 5 | PAYX |
Paychex Inc
|
150 | $13,818 | |
| 6 | INTU |
Intuit Inc.
This page
|
30 | $12,971 | |
| 7 | TYL |
Tyler Technologies Inc
|
30 | $10,271 | |
| 8 | DDOG |
Datadog, Inc.
|
32 | $3,777 |
All Filings in INTU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,971 | 30 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $242,431 | 355 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||