Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership8,199 shares
Latest Disclosed Value $ 3,545
Appleton Partners Inc/ma reports 65.22% decrease in ownership of 0JCT / Intuit Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 8,199 shares of Intuit Inc. (GB:0JCT) valued at $3,534,343 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 23,574 shares of Intuit Inc.. This represents a change in shares of -65.22% during the quarter. The current value of the position is $3,383,727 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F INTUIT COM CS 461202103 8,199 -15,375 -65.22 4 -80.00 0.2473
2026-01-09 2025-12-31 13F INTUIT COM CS 461202103 23,574 -159 -0.67 16 -6.25 1.0287
2025-11-05 2025-09-30 13F INTUIT CS 461202103 23,733 1,653 7.49 16 -5.88 1.0878
2025-07-22 2025-06-30 13F INTUIT CS 461202103 22,080 -1,816 -7.60 17 21.43 1.2306
2025-04-22 2025-03-31 13F INTUIT CS 461202103 23,896 -384 -1.58 15 -6.67 1.1338
2025-01-28 2024-12-31 13F INTUIT CS 461202103 24,280 -67 -0.28 15 0.00 1.1279
2024-10-01 2024-09-30 13F INTUIT CS 461202103 24,347 -2,267 -8.52 15 -11.76 1.1124
2024-07-02 2024-06-30 13F INTUIT CS 461202103 26,614 1,587 6.34 17 6.25 1.3472
2024-04-01 2024-03-31 13F INTUIT CS 461202103 25,027 -2,282 -8.36 16 -5.88 1.2626
2024-01-02 2023-12-31 13F INTUIT CS 461202103 27,309 -2,424 -8.15 17 13.33 1.3765
2023-10-03 2023-09-30 13F INTUIT CS 461202103 29,733 -1,428 -4.58 15 7.14 1.3503
2023-07-10 2023-06-30 13F INTUIT CS 461202103 31,161 -599 -1.89 14 0.00 1.2055
2023-04-10 2023-03-31 13F INTUIT CS 461202103 31,760 -102 -0.32 14 16.67 1.2595
2023-01-19 2022-12-31 13F INTUIT CS 461202103 31,862 -436 -1.35 12 -99.90 1.1748
2022-10-27 2022-09-30 13F INTUIT CS 461202103 32,298 -996 -2.99 12,510 -2.52 1.2514
2022-07-08 2022-06-30 13F INTUIT CS 461202103 33,294 -420 -1.25 12,833 -20.84 1.2136
2022-04-05 2022-03-31 13F INTUIT CS 461202103 33,714 -872 -2.52 16,211 -27.13 1.3253
2022-02-03 2021-12-31 13F INTUIT CS 461202103 34,586 -574 -1.63 22,247 17.28 1.6746
2021-10-14 2021-09-30 13F INTUIT CS 461202103 35,160 -561 -1.57 18,969 8.33 1.5796
2021-07-07 2021-06-30 13F INTUIT CS 461202103 35,721 -1,690 -4.52 17,510 22.18 1.4912
2021-04-19 2021-03-31 13F INTUIT COM CS 461202103 37,411 230 0.62 14,331 1.47 1.3321
2021-01-19 2020-12-31 13F INTUIT COM CS 461202103 37,181 -5,123 -12.11 14,123 2.34 1.3905
2020-10-14 2020-09-30 13F INTUIT COM COM 461202103 42,304 -854 -1.98 13,800 7.96 1.5238
2020-08-14 2020-06-30 13F INTUIT COM COM 461202103 43,158 -648 -1.48 12,783 26.88 1.5307
2020-05-04 2020-03-31 13F INTUIT COM COM 461202103 43,806 -127 -0.29 10,075 -12.44 1.3961
2020-01-13 2019-12-31 13F INTUIT COM COM 461202103 43,933 800 1.85 11,507 0.31 1.2640
2019-11-04 2019-09-30 13F INTUIT COM COM 461202103 43,133 984 2.33 11,471 4.14 1.3848
2019-07-25 2019-06-30 13F INTUIT COM COM 461202103 42,149 540 1.30 11,015 1.27 1.3614
2019-04-17 2019-03-31 13F INTUIT COM COM 461202103 41,609 -1,173 -2.74 10,877 29.15 1.4417
2019-01-17 2018-12-31 13F INTUIT COM COM 461202103 42,782 1,717 4.18 8,422 -9.81 1.2611
2018-10-09 2018-09-30 13F INTUIT COM COM 461202103 41,065 -1,773 -4.14 9,338 6.70 1.2433
2018-08-08 2018-06-30 13F INTUIT COM COM 461202103 42,838 -57 -0.13 8,752 17.70 1.2531
2018-04-11 2018-03-31 13F INTUIT COM COM 461202103 42,895 1,260 3.03 7,436 13.20 1.1283
2018-01-12 2017-12-31 13F INTUIT COM COM 461202103 41,635 108 0.26 6,569 11.28 1.0189
2017-10-12 2017-09-30 13F INTUIT COM COM 461202103 41,527 1,928 4.87 5,903 12.25 0.9945
2017-07-11 2017-06-30 13F INTUIT COM COM 461202103 39,599 77 0.19 5,259 14.73 0.8839
2017-05-01 2017-03-31 13F INTUIT COM COM 461202103 39,522 39,522 4,584 0.8434
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.