Position in INTU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$556,860,038
-$214,942,061 QoQ
Shares Held
1,287,895
+10.5% QoQ
Ownership
0.471%
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 98.4483207093746.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5516792906254004.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,227,980
PutShares
2,000
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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,411,290,496 across 157 Software - Application names. INTU ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
6,907,706 | $1,403,507,703 | |
| 2 | CRM |
Salesforce, Inc.
|
3,856,272 | $719,850,292 | |
| 3 | UBER |
Uber Technologies, Inc
|
9,288,084 | $668,091,879 | |
| 4 | INTU |
Intuit Inc.
This page
|
1,287,895 | $556,860,038 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,524,512 | $473,037,727 | |
| 6 | PAYX |
Paychex Inc
|
4,239,248 | $390,519,523 | |
| 7 | SHOP |
Shopify Inc.
|
3,073,182 | $364,540,847 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,415 | $188,789,044 |
All Filings in INTU
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $556,860,038 | 1,287,895 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $771,802,099 | 1,165,125 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $920,517,605 | 1,347,934 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $924,289,317 | 1,173,507 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,227,980 | 2,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $703,781,737 | 1,146,243 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $713,074,100 | 1,134,565 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $628,500 | 1,000 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $621,000 | 1,000 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $730,930,041 | 1,177,021 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $788,035,533 | 1,199,062 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $733,728,450 | 1,128,813 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $650,000 | 1,000 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $696,137,160 | 1,113,766 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $625,030 | 1,000 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $569,779,848 | 1,115,160 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $510,940 | 1,000 | Put | Defined | 2023-11-13 | |
| 2023-06-30 | $458,190 | 1,000 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $525,503,606 | 1,146,912 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $522,341,114 | 1,171,615 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $426,460,178 | 1,095,679 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $427,772,860 | 1,104,443 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $452,873,111 | 1,174,951 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $647,469,330 | 1,346,538 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $845,312,003 | 1,314,188 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $750,321,911 | 1,390,747 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $677,013,487 | 1,381,181 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $585,223,742 | 1,527,760 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $624,029,733 | 1,642,832 | Shares | Defined | 2021-02-09 | |
| 2020-12-31 | $1,899,250 | 5,000 | Call | Defined | 2021-02-09 | |
| 2020-09-30 | $559,690,888 | 1,715,738 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $345,541,471 | 1,166,621 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $249,555,750 | 1,085,025 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||