BENJAMIN EDWARDS INC

Position in INTU — Intuit Inc.

CIK 1451623 Clayton, MO

Position in INTU

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$33,689,320

-$14,515,645 QoQ

Shares Held

77,916

+7.1% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

BENJAMIN EDWARDS INC holds $151,705,189 across 22 Software - Application names. INTU ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	226,830	$46,087,318
2	INTU	Intuit Inc. This page	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

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,689,320	77,916	+7.1%	Shares	Defined	2026-05-12
2025-12-31	$48,204,965	72,771	+6.5%	Shares	Defined	2026-02-02
2025-09-30	$46,644,801	68,303	+2.7%	Shares	Defined	2025-10-23
2025-06-30	$52,393,146	66,520	+3.1%	Shares	Defined	2025-08-14
2025-03-31	$39,627,528	64,541	+16.2%	Shares	Defined	2025-05-12
2024-12-31	$34,910,661	55,546	+2.4%	Shares	Defined	2025-02-14
2024-09-30	$33,691,734	54,254	+2099.2%	Shares	Defined	2024-11-14
2024-06-30	$1,621,337	2,467	+0.9%	Shares	Defined	2024-08-12
2024-03-31	$1,589,250	2,445	+6.8%	Shares	Defined	2024-04-29
2023-12-31	$1,431,318	2,290	+0.3%	Shares	Defined	2024-02-06
2023-09-30	$1,166,986	2,284	-0.9%	Shares	Defined	2023-11-13
2023-06-30	$1,055,669	2,304	+1.7%	Shares	Defined	2023-08-15
2023-03-31	$1,010,250	2,266	+8.4%	Shares	Defined	2023-04-27
2022-12-31	$813,469	2,090	+1.0%	Shares	Defined	2023-02-07
2022-09-30	$801,752	2,070	-1.2%	Shares	Defined	2022-10-28
2022-06-30	$807,496	2,095	+2.1%	Shares	Defined	2022-08-12
2022-03-31	$986,683	2,052	+14.1%	Shares	Defined	2022-05-04
2021-12-31	$1,156,509	1,798	+0.1%	Shares	Defined	2022-02-07
2021-09-30	$969,499	1,797	-20.7%	Shares	Defined	2021-11-02
2021-06-30	$1,110,725	2,266	+0.2%	Shares	Defined	2021-08-11
2021-03-31	$866,481	2,262	+1.7%	Shares	Defined	2021-05-14
2020-12-31	$844,786	2,224	+7.4%	Shares	Defined	2021-02-16
2020-09-30	$675,580	2,071	—	Shares	Defined	2020-11-16
No filing history on record for this holder in this stock.