Position in INTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,632,291
-$15,555,520 QoQ
Shares Held
52,231
-22.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#304
of 1,740 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRILLIUM ASSET MANAGEMENT, LLC holds $115,385,910 across 11 Software - Application names. INTU ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
88,620 | $33,260,858 | |
| 2 | NOW |
ServiceNow, Inc.
|
306,168 | $30,396,359 | |
| 3 | SHOP |
Shopify Inc.
|
175,200 | $20,004,336 | |
| 4 | INTU |
Intuit Inc.
This page
|
52,231 | $13,632,291 | |
| 5 | DT |
Dynatrace, Inc.
|
140,716 | $6,178,839 | |
| 6 | ADSK |
Autodesk, Inc.
|
24,226 | $4,710,018 | |
| 7 | ROP |
Roper Technologies Inc
|
10,179 | $3,444,471 | |
| 8 | PTC |
Ptc Inc.
|
17,432 | $1,980,449 |
All Filings in INTU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,632,291 | 52,231 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $29,187,811 | 67,505 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $36,868,972 | 55,658 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $38,298,275 | 56,081 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,623,344 | 40,150 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $17,605,549 | 28,674 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,799,515 | 17,183 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $900,450 | 1,450 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $952,297 | 1,449 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $939,250 | 1,445 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $570,651 | 913 | Shares | Defined | 2024-02-08 | |
| 2022-12-31 | $290,358 | 746 | Shares | Defined | 2023-02-08 | |
| 2021-12-31 | $12,368,477 | 19,229 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $10,146,564 | 18,807 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,770,121 | 17,892 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $6,642,260 | 17,340 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $6,575,963 | 17,312 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,610,485 | 17,199 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,064,849 | 17,100 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,933,000 | 17,100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||