Position in INTU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,187,167
-$931,352 QoQ
Shares Held
9,684
+25.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026BEACON INVESTMENT ADVISORS LLC holds $5,710,128 across 3 Software - Application names. INTU ranks #1 (73.3% of the industry book) .
All Filings in INTU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,187,167 | 9,684 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,118,519 | 7,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,685,225 | 8,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,508,974 | 8,264 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,066,031 | 8,251 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,173,812 | 8,232 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,075,433 | 8,173 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,336,545 | 8,120 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,360,550 | 8,247 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,135,246 | 8,216 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,640,868 | 9,083 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,154,866 | 9,068 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,026,736 | 9,032 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,511,932 | 9,023 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||