WENDELL DAVID ASSOCIATES INC

Position in INTU — Intuit Inc.

CIK 878228 PORTSMOUTH, NH

Position in INTU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,154,466

-$7,029,612 QoQ

Shares Held

38,906

-2.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#349

of 1,739 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WENDELL DAVID ASSOCIATES INC holds $51,494,117 across 3 Software - Application names. INTU ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	172,935	$38,728,793
2	INTU	Intuit Inc. This page	38,906	$10,154,466
3	PAYX	Paychex Inc	26,552	$2,610,858

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,154,466	38,906	-2.1%	Shares	Other	2026-07-27
2026-03-31	$17,184,078	39,743	+0.7%	Shares	Other	2026-04-23
2025-12-31	$26,133,131	39,451	-2.3%	Shares	Other	2026-01-30
2025-09-30	$27,571,808	40,374	+1.1%	Shares	Other	2025-10-30
2025-06-30	$31,439,826	39,917	-0.3%	Shares	Other	2025-07-29
2025-03-31	$24,579,861	40,033	+0.5%	Shares	Other	2025-04-18
2024-12-31	$25,047,610	39,853	-0.4%	Shares	Other	2025-01-17
2024-09-30	$24,839,379	39,999	+0.1%	Shares	Other	2024-10-21
2024-06-30	$26,259,482	39,956	-0.4%	Shares	Other	2024-07-22
2024-03-31	$26,078,650	40,121	-1.0%	Shares	Other	2024-04-22
2023-12-31	$25,339,966	40,542	+3.3%	Shares	Other	2024-01-22
2023-09-30	$20,048,774	39,239	+2.7%	Shares	Other	2023-10-20
2023-06-30	$17,498,734	38,191	+2.4%	Shares	Other	2023-07-20
2023-03-31	$16,627,675	37,296	+3.3%	Shares	Other	2023-04-19
2022-12-31	$14,048,117	36,093	+1.8%	Shares	Other	2023-01-17
2022-09-30	$13,737,078	35,467	+0.8%	Shares	Other	2022-10-18
2022-06-30	$13,560,935	35,183	+0.5%	Shares	Other	2022-07-14
2022-03-31	$16,826,034	34,993	-2.6%	Shares	Other	2022-04-22
2021-12-31	$23,109,608	35,928	-14.2%	Shares	Other	2022-01-24
2021-09-30	$22,591,981	41,875	-4.7%	Shares	Other	2021-10-19
2021-06-30	$21,530,717	43,925	-1.1%	Shares	Other	2021-07-19
2021-03-31	$17,018,589	44,428	-1.0%	Shares	Other	2021-04-20
2020-12-31	$17,049,947	44,886	+1.4%	Shares	Other	2021-01-22
2020-09-30	$14,446,536	44,286	-1.7%	Shares	Other	2020-10-20
2020-06-30	$13,348,098	45,066	-2.8%	Shares	Other	2020-07-17
2020-03-31	$10,658,430	46,341	—	Shares	Other	2020-04-16
No filing history on record for this holder in this stock.