Position in INTU
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,349,631
+$579,130 QoQ
Shares Held
5,171
+190.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#767
of 1,740 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DOLIVER ADVISORS, LP holds $9,681,509 across 7 Software - Application names. INTU ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
10,519 | $2,677,085 | |
| 2 | UBER |
Uber Technologies, Inc
|
24,634 | $1,777,589 | |
| 3 | NOW |
ServiceNow, Inc.
|
17,390 | $1,726,479 | |
| 4 | INTU |
Intuit Inc.
This page
|
5,171 | $1,349,631 | |
| 5 | SHOP |
Shopify Inc.
|
11,158 | $1,274,020 | |
| 6 | CRM |
Salesforce, Inc.
|
3,484 | $545,803 | |
| 7 | ADBE |
Adobe Inc.
|
1,614 | $330,902 |
All Filings in INTU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,631 | 5,171 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $770,501 | 1,782 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||