Position in INTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,837,721
-$5,832,067 QoQ
Shares Held
33,861
-0.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#371
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $54,122,791 across 72 Software - Application names. INTU ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
202,870 | $20,140,932 | |
| 2 | INTU |
Intuit Inc.
This page
|
33,861 | $8,837,721 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,575 | $6,596,248 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,944 | $4,242,507 | |
| 5 | PAYX |
Paychex Inc
|
34,071 | $3,350,200 | |
| 6 | CRM |
Salesforce, Inc.
|
19,704 | $3,086,828 | |
| 7 | ADBE |
Adobe Inc.
|
6,109 | $1,252,467 | |
| 8 | UBER |
Uber Technologies, Inc
|
17,193 | $1,240,646 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,837,721 | 33,861 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,669,788 | 33,928 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $24,141,896 | 36,445 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $25,387,179 | 37,175 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $30,089,041 | 38,202 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $24,287,602 | 39,557 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $27,450,994 | 43,677 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $40,068,783 | 64,523 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $60,145,229 | 91,516 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $60,189,350 | 92,599 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $64,506,845 | 103,206 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $53,372,281 | 104,459 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $50,782,113 | 110,832 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $49,928,501 | 111,990 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $44,035,571 | 113,138 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $44,480,603 | 114,842 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $43,909,710 | 113,921 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $53,566,056 | 111,401 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $77,910,022 | 121,125 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $58,870,252 | 109,118 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $52,611,415 | 107,333 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $41,486,164 | 108,302 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $40,535,692 | 106,715 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $35,976,068 | 110,285 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $32,665,313 | 110,285 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $25,627,520 | 111,424 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||