STEPH & CO

Position in INTU — Intuit Inc.

CIK 941519 MARINETTE, WI

Position in INTU

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$10,440

-$13,340 QoQ

Shares Held

-27.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,617

of 1,740 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

STEPH & CO holds $132,457 across 4 Software - Application names. INTU ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	296	$86,568
2	CRM	Salesforce, Inc.	153	$23,968
3	ADBE	Adobe Inc.	56	$11,481
4	INTU	Intuit Inc. This page	40	$10,440

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,440	40	-27.3%	Shares	Sole	2026-07-16
2026-03-31	$23,780	55	-5.2%	Shares	Sole	2026-04-17
2025-12-31	$38,420	58	+346.2%	Shares	Sole	2026-01-23
2025-09-30	$8,877	13	+44.4%	Shares	Sole	2025-10-06
2025-06-30	$7,088	9	-83.0%	Shares	Sole	2025-07-16
2024-03-31	$34,450	53	0.0%	Shares	Sole	2024-04-12
2023-12-31	$33,126	53	-3.6%	Shares	Sole	2024-01-31
2023-09-30	$28,101	55	0.0%	Shares	Sole	2023-10-26
2023-06-30	$25,200	55	0.0%	Shares	Sole	2023-07-14
2023-03-31	$24,520	55	0.0%	Shares	Sole	2023-04-18
2022-12-31	$21,407	55	0.0%	Shares	Sole	2023-01-26
2022-09-30	$21,302	55	0.0%	Shares	Sole	2022-10-11
2022-06-30	$21,199	55	-9.8%	Shares	Sole	2022-07-13
2022-03-31	$29,331	61	0.0%	Shares	Sole	2022-04-15
2021-12-31	$39,236	61	-7.6%	Shares	Sole	2022-01-24
2021-09-30	$35,607	66	-2.9%	Shares	Sole	2021-10-22
2021-06-30	$33,331	68	0.0%	Shares	Sole	2021-07-27
2021-03-31	$26,048	68	-6.8%	Shares	Sole	2021-04-16
2020-12-31	$27,729	73	0.0%	Shares	Sole	2021-01-29
2020-09-30	$23,813	73	0.0%	Shares	Sole	2020-10-27
2020-06-30	$21,621	73	-7.6%	Shares	Sole	2020-07-15
2020-03-31	$18,170	79	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.