Position in INTU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,916,262
-$493,824 QoQ
Shares Held
7,342
+31.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#688
of 1,749 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, 2026Clearstead Advisors, LLC holds $79,831,767 across 110 Software - Application names. INTU ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
102,787 | $16,102,611 | |
| 2 | UBER |
Uber Technologies, Inc
|
210,974 | $15,223,883 | |
| 3 | ZM |
Zoom Communications, Inc.
|
159,482 | $13,764,891 | |
| 4 | SNOW |
Snowflake Inc.
|
44,017 | $11,202,326 | |
| 5 | ADP |
Automatic Data Processing Inc
|
39,318 | $8,805,266 | |
| 6 | ADBE |
Adobe Inc.
|
10,110 | $2,072,752 | |
| 7 | INTU |
Intuit Inc.
This page
|
7,342 | $1,916,262 | |
| 8 | SHOP |
Shopify Inc.
|
14,717 | $1,680,387 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,916,262 | 7,342 | Shares | Sole | 2026-08-06 | |
| 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 | $1,663,109 | 3,255 | Shares | Sole | 2023-11-07 | |
| 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. | ||||||