Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$840,420
-$540,601 QoQ
Shares Held
3,220
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#891
of 1,734 holders
Holding Since
Mar 2023
13 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,500,134 across 25 Software - Application names. INTU ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
3,220 | $840,420 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,600 | $115,456 | |
| 3 | CRM |
Salesforce, Inc.
|
709 | $111,071 | |
| 4 | WDAY |
Workday, Inc.
|
822 | $100,629 | |
| 5 | ADSK |
Autodesk, Inc.
|
293 | $56,965 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
129 | $48,416 | |
| 7 | ADBE |
Adobe Inc.
|
168 | $34,443 | |
| 8 | NOW |
ServiceNow, Inc.
|
337 | $33,457 |
All Filings in INTU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,420 | 3,220 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,381,021 | 3,194 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,099,871 | 3,170 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,164,824 | 3,170 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,520,416 | 3,200 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,087,566 | 3,400 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $25,140 | 40 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $24,840 | 40 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $42,718 | 65 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $4,375 | 7 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $10,218 | 20 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $9,163 | 20 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,012 | 9 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||