Concurrent Investment Advisors, LLC

Position in INTU — Intuit Inc.

CIK 2001015 Tampa, FL

Position in INTU

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$3,061,681

-$1,893,220 QoQ

Shares Held

7,081

-5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

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

Technology · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $79,892,815 across 29 Software - Application names. INTU ranks #7 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	279,558	$20,108,606
2	CRM	Salesforce, Inc.	67,317	$12,566,064
3	ADP	Automatic Data Processing Inc	43,501	$8,838,532
4	NOW	ServiceNow, Inc.	80,972	$8,465,622
5	BSY	Bentley Systems Inc	120,235	$4,222,653
6	SHOP	Shopify Inc.	28,399	$3,368,689
7	INTU	Intuit Inc. This page	7,081	$3,061,681
8	PAYX	Paychex Inc	25,516	$2,350,533

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,061,681	7,081	-5.3%	Shares	Sole	2026-04-21
2025-12-31	$4,954,901	7,480	+32.0%	Shares	Sole	2026-01-29
2025-09-30	$3,868,685	5,665	+1.4%	Shares	Sole	2025-10-27
2025-06-30	$4,398,913	5,585	+6.6%	Shares	Sole	2025-07-25
2025-03-31	$3,215,465	5,237	+4.3%	Shares	Sole	2025-04-29
2024-12-31	$3,156,955	5,023	-4.2%	Shares	Sole	2025-02-03
2024-09-30	$3,257,145	5,245	+6.8%	Shares	Sole	2024-10-30
2024-06-30	$3,228,215	4,912	-14.5%	Shares	Sole	2024-07-30
2024-03-31	$3,733,600	5,744	+43.7%	Shares	Sole	2024-05-07
2023-12-31	$2,498,244	3,997	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.