Position in INTU
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$20,964,808
+$13,810,673 QoQ
Shares Held
48,487
+349.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78.77987914286304.ToString("F0")%
Shared 0.ToString("F0")%
None 21.220120857136965.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HM PAYSON & CO holds $73,865,763 across 32 Software - Application names. INTU ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
48,487 | $20,964,808 | |
| 2 | TYL |
Tyler Technologies Inc
|
59,604 | $20,407,216 | |
| 3 | CRM |
Salesforce, Inc.
|
102,041 | $19,047,992 | |
| 4 | ADP |
Automatic Data Processing Inc
|
41,562 | $8,444,566 | |
| 5 | CWAN |
Clearwater Analytics Holdings, Inc.
|
37,500 | $886,875 | |
| 6 | ROP |
Roper Technologies Inc
|
2,256 | $798,307 | |
| 7 | PAYX |
Paychex Inc
|
7,026 | $647,234 | |
| 8 | ADBE |
Adobe Inc.
|
2,657 | $645,863 |
All Filings in INTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,964,808 | 48,487 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,154,135 | 10,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,369,281 | 10,791 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,499,315 | 10,791 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $6,625,565 | 10,791 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,826,138 | 10,861 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,711,768 | 10,808 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,130,728 | 10,850 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,052,500 | 10,850 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $6,781,575 | 10,850 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,757,271 | 11,268 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,165,175 | 11,273 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,020,937 | 11,262 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,317,617 | 11,093 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,310,484 | 11,129 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,289,561 | 11,129 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,365,212 | 11,158 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,181,551 | 11,165 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,145,018 | 11,390 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $5,583,036 | 11,390 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,382,206 | 11,440 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $4,284,708 | 11,280 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $3,679,648 | 11,280 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $3,341,023 | 11,280 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,594,400 | 11,280 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||