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Perigon Wealth Management Boosts Intuit Stake by 22%
Institutional investor increases holdings in software maker Intuit Inc. during Q4 2025.
Apr. 4, 2026 at 9:51am
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Perigon Wealth Management LLC, a financial advisory firm, increased its stake in Intuit Inc. (NASDAQ:INTU) by 22.1% in the fourth quarter of 2025, according to a recent SEC filing. The fund now owns 7,507 shares of the software maker's stock, valued at $4.97 million at the end of the reporting period.
Why it matters
Intuit is a leading provider of financial software and services, including popular products like QuickBooks, TurboTax, and Mint. The increase in Perigon's Intuit holdings suggests the firm sees long-term growth potential in the company, which could signal positive market sentiment around Intuit's business performance and future outlook.
The details
According to the 13F filing, Perigon Wealth Management purchased an additional 1,360 shares of Intuit during the fourth quarter of 2025, bringing its total position to 7,507 shares. The firm's holdings in Intuit were valued at $4.97 million at the end of the reporting period. Other hedge funds have also been active in trading Intuit shares, with some increasing their positions and others reducing exposure to the software company.
- Perigon Wealth Management filed its 13F report for the fourth quarter of 2025 on April 4, 2026.
- The firm increased its Intuit holdings by 22.1% during the October-December 2025 period.
The players
Perigon Wealth Management LLC
A financial advisory firm that manages investments and provides wealth management services.
Intuit Inc.
A financial software company that develops and sells cloud-based products for individuals, small businesses, and accounting professionals, including QuickBooks, TurboTax, and Mint.
The takeaway
Perigon Wealth Management's increased stake in Intuit suggests the firm sees long-term growth potential in the software company, which could be a positive sign for Intuit's future performance and market position.
