Position in INTA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$793,589
-$425,222 QoQ
Shares Held
30,891
+16.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026BENJAMIN EDWARDS INC holds $151,705,189 across 22 Software - Application names. INTA ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
226,830 | $46,087,318 | |
| 2 | INTU |
Intuit Inc.
|
77,916 | $33,689,320 | |
| 3 | CRM |
Salesforce, Inc.
|
92,847 | $17,331,749 | |
| 4 | PAYX |
Paychex Inc
|
129,442 | $11,924,196 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
25,535 | $7,095,410 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
101,356 | $6,848,624 | |
| 7 | UBER |
Uber Technologies, Inc
|
85,939 | $6,181,591 | |
| 8 | SHOP |
Shopify Inc.
|
47,692 | $5,657,224 |
All Filings in INTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793,589 | 30,891 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,218,811 | 26,600 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $803,561 | 19,647 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $578,763 | 11,212 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||