Position in INTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,999,578
-$24,197,567 QoQ
Shares Held
134,098
-2.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#178
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DAVIS R M INC holds $82,203,019 across 7 Software - Application names. INTU ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
134,098 | $34,999,578 | |
| 2 | ROP |
Roper Technologies Inc
|
72,358 | $24,485,223 | |
| 3 | NOW |
ServiceNow, Inc.
|
165,547 | $16,435,506 | |
| 4 | ADP |
Automatic Data Processing Inc
|
23,573 | $5,279,173 | |
| 5 | TYL |
Tyler Technologies Inc
|
1,615 | $472,322 | |
| 6 | CRM |
Salesforce, Inc.
|
1,753 | $274,624 | |
| 7 | SAP |
Sap SE
|
1,665 | $256,593 |
All Filings in INTU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,999,578 | 134,098 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $59,197,145 | 136,910 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $90,671,387 | 136,879 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $94,042,170 | 137,708 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $109,407,320 | 138,907 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $85,204,006 | 138,771 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $87,791,394 | 139,684 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $86,487,291 | 139,271 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $92,722,472 | 141,085 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $93,726,750 | 144,195 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $88,954,269 | 142,320 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $77,563,757 | 151,806 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,723,229 | 156,536 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $70,525,401 | 158,189 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $62,780,407 | 161,298 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $62,757,072 | 162,029 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $63,244,536 | 164,084 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $79,818,959 | 165,999 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $109,261,208 | 169,866 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $94,245,383 | 174,687 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $87,899,245 | 179,324 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $69,638,009 | 181,794 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $69,639,419 | 183,334 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $57,690,890 | 176,852 | Shares | Sole | 2020-12-01 | |
| 2020-06-30 | $52,518,929 | 177,315 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $41,392,410 | 179,967 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||