Position in INTU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$39,948,884
-$24,375,408 QoQ
Shares Held
92,393
-4.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 27.996709707445373.ToString("F0")%
Shared 0.7576331540268202.ToString("F0")%
None 71.2456571385278.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $428,304,198 across 56 Software - Application names. INTU ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
302,143 | $56,401,033 | |
| 2 | ADP |
Automatic Data Processing Inc
|
240,039 | $48,771,123 | |
| 3 | UBER |
Uber Technologies, Inc
|
637,626 | $45,864,437 | |
| 4 | INTU |
Intuit Inc.
This page
|
92,393 | $39,948,884 | |
| 5 | SHOP |
Shopify Inc.
|
330,166 | $39,164,290 | |
| 6 | NOW |
ServiceNow, Inc.
|
307,346 | $32,133,023 | |
| 7 | ADSK |
Autodesk, Inc.
|
129,513 | $31,005,411 | |
| 8 | PAYX |
Paychex Inc
|
268,641 | $24,747,207 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,948,884 | 92,393 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $64,324,292 | 97,105 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $63,651,308 | 93,206 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $72,098,862 | 91,539 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $55,544,603 | 90,465 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $60,458,557 | 96,195 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $59,681,826 | 96,106 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $93,970,513 | 142,984 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $101,157,550 | 155,627 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $104,200,624 | 166,713 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $104,934,299 | 205,375 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $87,964,690 | 191,983 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $87,695,651 | 196,702 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $76,091,341 | 195,497 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $77,670,052 | 200,532 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $83,953,841 | 217,813 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $105,070,270 | 218,514 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $138,933,588 | 215,997 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $127,518,042 | 236,359 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $125,034,522 | 255,084 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $112,223,554 | 292,966 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $96,374,400 | 253,717 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $93,170,140 | 285,614 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $99,501,473 | 335,938 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $80,280,580 | 349,046 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||