Position in INTU
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,410,086
-$1,856,561 QoQ
Shares Held
5,574
-13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $87,495,445 across 55 Software - Application names. INTU ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
256,508 | $18,450,620 | |
| 2 | CRM |
Salesforce, Inc.
|
93,532 | $17,459,618 | |
| 3 | ZM |
Zoom Communications, Inc.
|
169,533 | $13,628,757 | |
| 4 | SNOW |
Snowflake Inc.
|
70,399 | $10,617,577 | |
| 5 | ADP |
Automatic Data Processing Inc
|
38,251 | $7,771,838 | |
| 6 | ADBE |
Adobe Inc.
|
21,554 | $5,239,346 | |
| 7 | NOW |
ServiceNow, Inc.
|
32,725 | $3,421,398 | |
| 8 | INTU |
Intuit Inc.
This page
|
5,574 | $2,410,086 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,410,086 | 5,574 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,266,647 | 6,441 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,842,051 | 5,626 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,534,883 | 4,488 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,515,517 | 4,097 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,208,549 | 3,514 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,143,692 | 3,452 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,239,114 | 3,407 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,530,100 | 2,354 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,502,572 | 2,404 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,219,613 | 2,387 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,116,609 | 2,437 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,087,379 | 2,439 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $590,057 | 1,516 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $586,015 | 1,513 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $907,711 | 2,355 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,028,035 | 2,138 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,289,656 | 2,005 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,032,082 | 1,913 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $895,540 | 1,827 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $699,850 | 1,827 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $637,388 | 1,678 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $269,123 | 825 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $238,432 | 805 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $185,150 | 805 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||