Position in INTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,466,537
-$26,538,161 QoQ
Shares Held
95,903
-6.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.42653514488597.ToString("F0")%
Shared 1.5734648551140213.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Dec 31, 2025CallValue
$7,286,620
CallShares
11,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026TORONTO DOMINION BANK holds $1,023,758,726 across 42 Software - Application names. INTU ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
3,070,686 | $364,244,772 | |
| 2 | ADBE |
Adobe Inc.
|
706,525 | $171,742,095 | |
| 3 | CRM |
Salesforce, Inc.
|
363,470 | $67,848,944 | |
| 4 | UBER |
Uber Technologies, Inc
|
937,789 | $67,455,161 | |
| 5 | INTU |
Intuit Inc.
This page
|
95,903 | $41,466,537 | |
| 6 | NOW |
ServiceNow, Inc.
|
329,298 | $34,428,105 | |
| 7 | GRAB |
Grab Holdings Ltd
|
8,552,665 | $31,302,753 | |
| 8 | DSGX |
Descartes Systems Group Inc
|
368,298 | $26,355,403 |
All Filings in INTU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,466,537 | 95,903 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,286,620 | 11,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $68,004,698 | 102,661 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $137,291,541 | 201,039 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $164,912,394 | 209,378 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $102,180,215 | 166,420 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $108,243,412 | 172,225 | Shares | Defined | 2025-02-19 | |
| 2024-12-31 | $754,200 | 1,200 | Call | Sole | 2025-02-19 | |
| 2024-09-30 | $104,776,362 | 168,722 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $107,047,677 | 162,882 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $126,361,300 | 194,402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $112,237,886 | 179,572 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $79,332,120 | 155,267 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $76,410,053 | 166,765 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $69,467,891 | 155,817 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $81,824,941 | 210,228 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $60,474,981 | 156,137 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $76,124,783 | 197,501 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $86,857,013 | 180,636 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $277,409,849 | 431,283 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $113,873,295 | 211,068 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $95,997,341 | 195,845 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $63,887,512 | 166,782 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $61,593,435 | 162,152 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $43,812,612 | 134,308 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $38,681,820 | 130,598 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $32,252,900 | 140,230 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||