Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,923,595
-$8,486,990 QoQ
Shares Held
34,515
-2.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15.726495726495726.ToString("F0")%
Shared 0.ToString("F0")%
None 84.27350427350427.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $313,739,919 across 98 Software - Application names. INTU ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
374,180 | $26,914,767 | |
| 2 | CRM |
Salesforce, Inc.
|
137,994 | $25,759,339 | |
| 3 | ADP |
Automatic Data Processing Inc
|
119,948 | $24,371,034 | |
| 4 | NOW |
ServiceNow, Inc.
|
177,608 | $18,568,916 | |
| 5 | ADBE |
Adobe Inc.
|
69,009 | $16,774,707 | |
| 6 | ZM |
Zoom Communications, Inc.
|
202,017 | $16,240,146 | |
| 7 | INTU |
Intuit Inc.
This page
|
34,515 | $14,923,595 | |
| 8 | WRD |
WeRide Inc.
|
1,664,998 | $13,469,833 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,923,595 | 34,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,410,585 | 35,341 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $26,451,153 | 38,733 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,708,118 | 38,988 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,122,149 | 26,258 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,613,656 | 29,616 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,542,161 | 42,741 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,119,770 | 41,265 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,907,500 | 27,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,568,872 | 24,909 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $12,245,698 | 23,967 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,927,144 | 21,666 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,016,479 | 11,252 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,018,710 | 20,602 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,455,135 | 19,248 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,386,307 | 11,380 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,442,627 | 11,319 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,786,821 | 12,106 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,589,826 | 14,068 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,851,159 | 11,937 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,405,190 | 11,500 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,873,185 | 7,564 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,745,057 | 8,415 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,933,232 | 6,527 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,612,300 | 7,010 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||