Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,977,918
+$48,172,223 QoQ
Shares Held
157,218
+425.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 98.63819664415016.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3618033558498392.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $992,398,795 across 135 Software - Application names. INTU ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,856,285 | $194,074,596 | |
| 2 | CRM |
Salesforce, Inc.
|
915,072 | $170,816,489 | |
| 3 | SHOP |
Shopify Inc.
|
749,537 | $88,910,078 | |
| 4 | INTU |
Intuit Inc.
This page
|
157,218 | $67,977,918 | |
| 5 | UBER |
Uber Technologies, Inc
|
914,712 | $65,795,233 | |
| 6 | ADP |
Automatic Data Processing Inc
|
227,919 | $46,308,582 | |
| 7 | TYL |
Tyler Technologies Inc
|
125,215 | $42,871,111 | |
| 8 | ADBE |
Adobe Inc.
|
156,154 | $37,957,913 |
All Filings in INTU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,977,918 | 157,218 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,805,695 | 29,899 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,384,620 | 26,921 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,060,355 | 22,930 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,903,423 | 19,387 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,873,848 | 12,528 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,622,724 | 7,444 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,790,513 | 4,246 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $426,400 | 656 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $188,758 | 302 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $147,661 | 289 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $114,547 | 250 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $97,636 | 219 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $89,909 | 231 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $85,985 | 222 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $97,516 | 253 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $124,537 | 259 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $162,734 | 253 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $120,310 | 223 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $106,857 | 218 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $67,801 | 177 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $32,287 | 85 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||