Position in INTU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,678,316
-$4,315,715 QoQ
Shares Held
21,756
-5.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#452
of 1,740 holders
Holding Since
Mar 2020
26 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, 2026MIDDLETON & CO INC/MA holds $36,764,486 across 9 Software - Application names. INTU ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
113,100 | $11,228,568 | |
| 2 | CRM |
Salesforce, Inc.
|
58,980 | $9,239,806 | |
| 3 | INTU |
Intuit Inc.
This page
|
21,756 | $5,678,316 | |
| 4 | UBER |
Uber Technologies, Inc
|
58,810 | $4,243,729 | |
| 5 | ADBE |
Adobe Inc.
|
11,706 | $2,399,964 | |
| 6 | ROP |
Roper Technologies Inc
|
5,427 | $1,836,442 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,721 | $1,057,267 | |
| 8 | BSY |
Bentley Systems Inc
|
18,595 | $555,804 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,678,316 | 21,756 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,994,031 | 23,114 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,478,768 | 23,367 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,372,987 | 22,511 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,211,580 | 23,122 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,882,503 | 24,239 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,707,472 | 24,992 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $15,364,161 | 24,741 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $16,208,113 | 24,662 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,093,350 | 24,759 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,179,526 | 25,886 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,105,100 | 25,649 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $11,849,709 | 25,862 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,550,563 | 25,908 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,099,869 | 25,949 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,304,648 | 26,605 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $11,410,180 | 29,603 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $14,481,939 | 30,118 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $19,330,047 | 30,052 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $16,541,916 | 30,661 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $14,412,468 | 29,403 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,337,809 | 29,598 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $11,443,740 | 30,127 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,559,910 | 29,306 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $7,709,529 | 26,029 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $4,218,430 | 18,341 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||