Position in INTU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$142,898,992
-$118,284,599 QoQ
Shares Held
330,494
-16.2% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82.5322093593227.ToString("F0")%
Shared 0.6184681113726724.ToString("F0")%
None 16.849322529304615.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,834,319,079 across 70 Software - Application names. INTU ranks #7 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,832,880 | $372,404,556 | |
| 2 | ADBE |
Adobe Inc.
|
894,420 | $217,415,609 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,899,225 | $198,563,970 | |
| 4 | CRM |
Salesforce, Inc.
|
1,019,541 | $190,317,715 | |
| 5 | UBER |
Uber Technologies, Inc
|
2,583,133 | $185,804,754 | |
| 6 | PAYX |
Paychex Inc
|
1,845,758 | $170,031,224 | |
| 7 | INTU |
Intuit Inc.
This page
|
330,494 | $142,898,992 | |
| 8 | SHOP |
Shopify Inc.
|
399,060 | $47,336,494 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,898,992 | 330,494 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $261,183,591 | 394,287 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $280,849,467 | 411,254 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $309,568,517 | 393,038 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $239,499,689 | 390,071 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $259,340,466 | 412,634 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $251,222,445 | 404,545 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $264,820,795 | 402,947 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $257,537,800 | 396,212 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $240,933,436 | 385,475 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $188,390,728 | 368,714 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $167,743,814 | 366,101 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $158,129,211 | 354,685 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $144,812,413 | 372,058 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $146,045,587 | 377,067 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $139,115,700 | 360,927 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $186,742,385 | 388,367 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $268,505,754 | 417,440 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $198,475,475 | 367,881 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $179,334,084 | 365,861 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $137,817,323 | 359,780 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $150,866,920 | 397,175 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $140,408,609 | 430,424 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $125,099,102 | 422,361 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $98,090,400 | 426,480 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||