Position in INTU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$876,960
+$4,850 QoQ
Shares Held
3,360
+66.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#881
of 1,740 holders
Holding Since
Dec 2021
18 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, 2026MONEY CONCEPTS CAPITAL CORP holds $19,720,840 across 10 Software - Application names. INTU ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
25,867 | $9,708,402 | |
| 2 | DDOG |
Datadog, Inc.
|
13,281 | $3,457,841 | |
| 3 | ADP |
Automatic Data Processing Inc
|
8,333 | $1,866,175 | |
| 4 | ADBE |
Adobe Inc.
|
7,356 | $1,508,127 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,725 | $1,362,618 | |
| 6 | INTU |
Intuit Inc.
This page
|
3,360 | $876,960 | |
| 7 | SHOP |
Shopify Inc.
|
2,890 | $329,980 | |
| 8 | CRM |
Salesforce, Inc.
|
1,682 | $263,502 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,960 | 3,360 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $872,110 | 2,017 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,039,999 | 1,570 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,000,463 | 1,465 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,117,646 | 1,419 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $927,124 | 1,510 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $884,928 | 1,408 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $842,697 | 1,357 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $859,630 | 1,308 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $803,400 | 1,236 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $757,536 | 1,212 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $647,360 | 1,267 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $568,613 | 1,241 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $108,981 | 280 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $71,266 | 184 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $69,764 | 181 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,012,649 | 2,106 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,305,736 | 2,030 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||