Position in INTU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$608,652
-$2,491,944 QoQ
Shares Held
2,332
-67.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#197
of 465 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EQUITABLE TRUST CO holds $55,275,053 across 10 Software - Application names. INTU ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
288,785 | $32,973,471 | |
| 2 | CRM |
Salesforce, Inc.
|
53,296 | $8,349,350 | |
| 3 | SAP |
Sap SE
|
48,642 | $7,496,217 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,360 | $1,872,221 | |
| 5 | ASUR |
Asure Software Inc
|
212,730 | $1,689,076 | |
| 6 | NOW |
ServiceNow, Inc.
|
11,455 | $1,137,251 | |
| 7 | INTU |
Intuit Inc.
This page
|
2,332 | $608,652 | |
| 8 | DJCO |
Daily Journal Corp
|
666 | $400,392 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,652 | 2,332 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,100,596 | 7,171 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,774,723 | 7,208 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,658,347 | 5,357 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,279,981 | 5,434 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,372,032 | 5,492 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,451,721 | 5,492 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,488,778 | 5,618 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,583,108 | 5,452 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,335,800 | 5,132 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,195,778 | 5,113 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,587,910 | 5,065 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,303,779 | 5,028 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,241,632 | 5,028 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,968,674 | 5,058 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $1,959,064 | 5,058 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,949,555 | 5,058 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,456,130 | 5,108 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,163,976 | 9,583 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,739,307 | 10,638 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,234,034 | 10,678 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,090,314 | 10,678 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,147,961 | 10,920 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,562,212 | 10,920 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,234,394 | 10,920 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $2,511,600 | 10,920 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||