Position in INTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,178,848
-$10,770,293 QoQ
Shares Held
35,168
-23.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#362
of 1,740 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2023CallValue
$4,458
CallShares
10
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026M&T Bank Corp holds $239,738,342 across 50 Software - Application names. INTU ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
294,726 | $66,003,883 | |
| 2 | UBER |
Uber Technologies, Inc
|
455,602 | $32,876,233 | |
| 3 | CRM |
Salesforce, Inc.
|
137,025 | $21,466,331 | |
| 4 | NOW |
ServiceNow, Inc.
|
168,435 | $16,722,222 | |
| 5 | ADBE |
Adobe Inc.
|
80,568 | $16,518,044 | |
| 6 | PAYX |
Paychex Inc
|
129,125 | $12,696,857 | |
| 7 | INTU |
Intuit Inc.
This page
|
35,168 | $9,178,848 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
21,844 | $8,198,484 |
All Filings in INTU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,178,848 | 35,168 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $19,949,141 | 46,138 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $30,900,305 | 45,248 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $40,651,148 | 51,612 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $31,780,729 | 51,761 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $33,908,827 | 53,952 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $33,400,485 | 53,785 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $35,514,306 | 54,038 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $39,569,400 | 60,876 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $38,636,847 | 61,816 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $32,332,788 | 63,281 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $32,549,812 | 71,040 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $38,301,248 | 85,910 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $4,458 | 10 | Call | Defined | 2023-05-11 | |
| 2022-12-31 | $31,701,962 | 81,450 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $30,331,413 | 78,311 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $29,894,335 | 77,559 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $25,864,380 | 53,790 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $23,538,633 | 36,595 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $20,893,061 | 38,726 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $18,980,848 | 38,723 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $17,851,743 | 46,603 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $15,182,981 | 39,971 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $14,038,770 | 43,036 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $11,572,732 | 39,072 | Shares | Defined | 2020-07-29 | |
| 2020-06-30 | $1,777 | 6 | Call | Defined | 2020-07-29 | |
| 2020-03-31 | $9,101,560 | 39,572 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||