Position in INTU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,474,553
-$2,453,797 QoQ
Shares Held
17,287
+15.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026OPPENHEIMER & CO INC holds $103,449,759 across 35 Software - Application names. INTU ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
222,959 | $16,037,440 | |
| 2 | TTAN |
ServiceTitan, Inc.
|
218,518 | $13,867,152 | |
| 3 | ADP |
Automatic Data Processing Inc
|
47,956 | $9,743,700 | |
| 4 | CRM |
Salesforce, Inc.
|
49,992 | $9,332,006 | |
| 5 | INTU |
Intuit Inc.
This page
|
17,287 | $7,474,553 | |
| 6 | ADBE |
Adobe Inc.
|
28,227 | $6,861,419 | |
| 7 | NOW |
ServiceNow, Inc.
|
64,427 | $6,735,842 | |
| 8 | SHOP |
Shopify Inc.
|
54,476 | $6,461,943 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,474,553 | 17,287 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,928,350 | 14,988 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,945,901 | 14,564 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,385,191 | 14,455 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,141,697 | 14,889 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,852,535 | 10,903 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,728,535 | 10,835 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,237,196 | 11,012 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,553,000 | 11,620 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,992,210 | 11,187 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,646,397 | 11,051 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,648,566 | 12,328 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,125,704 | 13,740 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,684,168 | 14,604 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,474,320 | 11,552 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,471,489 | 11,601 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,403,199 | 11,237 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,606,076 | 11,825 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,566,376 | 12,171 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,330,545 | 12,915 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,965,223 | 12,962 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,963,265 | 15,699 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,688,942 | 14,374 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,322,300 | 14,593 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,279,340 | 14,258 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||