Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$589,840,686
-$175,038,666 QoQ
Shares Held
2,259,926
+27.8% QoQ
Ownership
0.826%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#19
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Sep 30, 2025CallValue
$9,082,703
CallShares
13,300
PutValue
$6,009,608
PutShares
8,800
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, 2026BANK OF AMERICA CORP /DE/ holds $14,106,334,533 across 141 Software - Application names. INTU ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,218,090 | $1,914,085,975 | |
| 2 | SHOP |
Shopify Inc.
|
11,443,080 | $1,306,570,870 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,497,545 | $1,231,175,199 | |
| 4 | UBER |
Uber Technologies, Inc
|
14,215,874 | $1,025,817,465 | |
| 5 | SNOW |
Snowflake Inc.
|
3,112,675 | $792,175,786 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,319,051 | $627,355,381 | |
| 7 | INTU |
Intuit Inc.
This page
|
2,259,926 | $589,840,686 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,966,396 | $576,726,706 |
All Filings in INTU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,840,686 | 2,259,926 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $764,879,352 | 1,768,998 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,281,999,306 | 1,935,327 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,082,703 | 13,300 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $6,009,608 | 8,800 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $1,297,660,796 | 1,900,193 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,429,416,124 | 1,814,832 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $11,184,346 | 14,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $18,666,831 | 23,700 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $980,751,397 | 1,597,341 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $11,911,406 | 19,400 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $11,665,810 | 19,000 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $4,839,450 | 7,700 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $36,767,250 | 58,500 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,180,700,099 | 1,878,600 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,270,978,344 | 2,046,664 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $25,398,900 | 40,900 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $15,835,500 | 25,500 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $1,288,339,275 | 1,960,316 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $9,200,940 | 14,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $6,703,542 | 10,200 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $1,675,672,050 | 2,577,957 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $3,445,000 | 5,300 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $130,000 | 200 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $18,625,894 | 29,800 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $1,478,369,705 | 2,365,278 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $18,188,373 | 29,100 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $1,219,580,564 | 2,386,935 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $23,452,146 | 45,900 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $137,698,330 | 269,500 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $14,203,890 | 31,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $11,042,379 | 24,100 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $1,128,622,769 | 2,463,220 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,528,292 | 12,400 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $1,382,073 | 3,100 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $1,310,510,149 | 2,939,484 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $928,144,907 | 2,384,628 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $7,589,790 | 19,500 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $4,437,108 | 11,400 | Call | Defined | 2023-02-10 | |
| 2022-09-30 | $23,665,252 | 61,100 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $932,931,869 | 2,408,685 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $19,675,856 | 50,800 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $952,279,237 | 2,470,629 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $12,295,536 | 31,900 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $7,631,712 | 19,800 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $1,014,730,593 | 2,110,329 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $5,337,324 | 11,100 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $7,549,188 | 15,700 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $1,402,181,003 | 2,179,940 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $2,572,880 | 4,000 | Call | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||