Position in INTU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$319,464
-$249,979 QoQ
Shares Held
1,224
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,201
of 1,734 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NBT BANK N A /NY holds $14,678,587 across 17 Software - Application names. INTU ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
34,173 | $7,653,043 | |
| 2 | UBER |
Uber Technologies, Inc
|
35,007 | $2,526,105 | |
| 3 | CRM |
Salesforce, Inc.
|
15,716 | $2,462,067 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,190 | $614,543 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,093 | $410,224 | |
| 6 | INTU |
Intuit Inc.
This page
|
1,224 | $319,464 | |
| 7 | PAYX |
Paychex Inc
|
2,575 | $253,199 | |
| 8 | ADBE |
Adobe Inc.
|
1,123 | $230,236 |
All Filings in INTU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,464 | 1,224 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $569,443 | 1,317 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,026,750 | 1,550 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,058,510 | 1,550 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,151,514 | 1,462 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $905,021 | 1,474 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $956,576 | 1,522 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $945,783 | 1,523 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,035,762 | 1,576 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $709,800 | 1,092 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $682,532 | 1,092 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $408,240 | 799 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||