Position in INTU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,957,500
-$3,292,890 QoQ
Shares Held
7,500
-38.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#679
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, 2026MONTAG A & ASSOCIATES INC holds $25,344,072 across 30 Software - Application names. INTU ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
27,963 | $5,732,974 | |
| 2 | UBER |
Uber Technologies, Inc
|
63,581 | $4,588,004 | |
| 3 | NOW |
ServiceNow, Inc.
|
31,581 | $3,135,361 | |
| 4 | ROP |
Roper Technologies Inc
|
6,812 | $2,305,112 | |
| 5 | INTU |
Intuit Inc.
This page
|
7,500 | $1,957,500 | |
| 6 | SHOP |
Shopify Inc.
|
17,004 | $1,941,516 | |
| 7 | ZM |
Zoom Communications, Inc.
|
22,144 | $1,911,248 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
3,206 | $1,203,275 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,957,500 | 7,500 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,250,390 | 12,143 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,323,153 | 15,584 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,567,372 | 19,867 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,402,602 | 18,286 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,720,499 | 14,203 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,443,897 | 13,435 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,606,870 | 15,470 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $13,062,048 | 19,875 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,759,500 | 19,630 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $12,169,959 | 19,471 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,545,892 | 18,683 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,326,687 | 13,808 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,198,374 | 13,903 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,508,630 | 14,153 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,566,175 | 14,371 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,097,444 | 13,225 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,367,283 | 13,242 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,509,800 | 13,230 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,003,918 | 12,982 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,613,863 | 13,493 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $7,197,314 | 18,789 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,084,962 | 18,652 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,950,722 | 18,242 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,269,812 | 17,792 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $7,359,770 | 31,999 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||