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Intrusion

INTZ on Nasdaq. Market value $17m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

Look carefully before going further

Why it could be worth it

Nothing stands out yet.

What to watch out for

Read the warning sign in its own filings

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 24 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

2 investors own more than 5%.

  • Tego Cyber, Inc.
    Passive investor
    10.4%
    Since 29 June 2026
  • Streeterville Capital LLC
    Passive investor
    at least 9.8%
    (filed with 2 related holders)
    Since 27 December 2024

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 2 insiders bought $8,529 of shares on the open market. 2 sold $12,047.

  • Hinchcliffe Dion
    Director
    Sold
    Date
    4 September 2026
    Shares
    15,000
    Price
    $0.78
    Value
    $11,769
  • Scott Anthony
    Chief Executive Officer
    Bought
    Date
    30 June 2026
    Shares
    2,500
    Price
    $0.79
    Value
    $1,974
  • PINSON KIMBERLY
    Chief Financial Officer
    Bought
    Date
    30 June 2026
    Shares
    2,500
    Price
    $0.79
    Value
    $1,974
  • PINSON KIMBERLY
    Chief Financial Officer
    Bought
    Date
    31 December 2025
    Shares
    2,500
    Price
    $0.98
    Value
    $2,450
  • Scott Anthony
    Chief Executive Officer
    Bought
    Date
    31 December 2025
    Shares
    2,175
    Price
    $0.98
    Value
    $2,132
  • LEVECCHIO ANTHONY J
    Director
    Sold
    Date
    2 December 2025
    Shares
    200
    Price
    $1.39
    Value
    $278

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

1 serious warning sign in Intrusion’s filings.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 25 Mar 2026, plus the 10-Q filed 11 Aug 2026 and 10 later 8-Ks.

  • Doubt it can keep going

    Serious

    The company or its auditor warned it may not have enough money to last the next year.

    “These conditions raise substantial doubt about the Company’s ability to continue as a going concern within one year after the date of these financial statements.”
    Show the full paragraph
    As of June 30, 2026, we had cash and cash equivalents totaling $ 0.2 million. The accompanying financial statements have been prepared assuming that the entity will continue as a going concern. The Company continues to incur losses from operations, negative cash flows from operations, as well as having a continued dependence on equity and debt financing. These conditions raise substantial doubt about the Company’s ability to continue as a going concern within one year after the date of these financial statements. The Company plans to finance operations by raising additional funds through public or private financings, including the utilization of the ATM program. The Company can provide no assurances that additional funds will be raised or that the terms of those financings, if available at all, will be on favorable terms or will not result in dilution to stockholders. If the Company is not able to obtain additional debt or equity financing, the Company may be unable to implement the Company’s business plan, fund its liquidity needs, or even continue operations. The financial statements do not include any adjustments relating to recoverability and classifications of assets and liabilities that may be necessary if the Company is unable to continue as a going concern.

    From the 10-Q filed 11 August 2026, Part I, Item 1. Financial Statements. Read it in the filing

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.