Position in INTU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$578,524
-$307,793 QoQ
Shares Held
1,338
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $106,740,490 across 10 Software - Application names. INTU ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
196,277 | $36,639,027 | |
| 2 | NOW |
ServiceNow, Inc.
|
195,076 | $20,395,195 | |
| 3 | ADP |
Automatic Data Processing Inc
|
73,344 | $14,902,033 | |
| 4 | ADBE |
Adobe Inc.
|
57,189 | $13,901,502 | |
| 5 | DDOG |
Datadog, Inc.
|
112,653 | $13,298,686 | |
| 6 | RNG |
RingCentral, Inc.
|
95,976 | $3,569,347 | |
| 7 | MSTR |
Strategy Inc
|
21,909 | $2,734,243 | |
| 8 | INTU |
Intuit Inc.
This page
|
1,338 | $578,524 |
All Filings in INTU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $578,524 | 1,338 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $886,317 | 1,338 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $913,733 | 1,338 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,053,848 | 1,338 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $999,575 | 1,628 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $932,065 | 1,483 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $962,550 | 1,550 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,018,675 | 1,550 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,007,500 | 1,550 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,037,549 | 1,660 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||