Position in INTU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$882,441
-$469,610 QoQ
Shares Held
3,381
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#878
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $6,888,034 across 26 Software - Application names. INTU ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,198 | $1,835,942 | |
| 2 | CRM |
Salesforce, Inc.
|
9,449 | $1,480,280 | |
| 3 | PAYC |
Paycom Software, Inc.
|
10,016 | $1,258,810 | |
| 4 | INTU |
Intuit Inc.
This page
|
3,381 | $882,441 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,955 | $646,192 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,695 | $366,839 | |
| 7 | PAYX |
Paychex Inc
|
1,451 | $142,676 | |
| 8 | ADBE |
Adobe Inc.
|
667 | $136,748 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,441 | 3,381 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,352,051 | 3,127 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,028,329 | 3,062 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,008,437 | 2,941 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $48,045 | 61 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $35,611 | 58 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $27,654 | 44 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $27,945 | 45 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $172,846 | 263 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $178,100 | 274 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $161,882 | 259 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $115,983 | 227 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,186 | 151 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $65,091 | 146 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $44,371 | 114 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $44,154 | 114 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $34,689 | 90 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $44,237 | 92 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $48,241 | 75 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,961 | 37 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,783 | 22 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $8,427 | 22 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,356 | 22 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,176 | 22 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,516 | 22 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,060 | 22 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||