Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionSofos Investments, Inc.
Latest Disclosed Ownership4,809 shares
Latest Disclosed Value $ 2,079,377
Sofos Investments, Inc. reports 11.35% increase in ownership of 0JCT / Intuit Inc.

On May 8, 2026 - Sofos Investments, Inc. filed a 13F-HR form disclosing ownership of 4,809 shares of Intuit Inc. (GB:0JCT) valued at $2,073,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,319 shares of Intuit Inc.. This represents a change in shares of 11.35% during the quarter. The current value of the position is $1,984,674 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)
2026-05-08 2026-03-31 13F INTUIT COMMON STOCK 461202103 4,809 490 11.35 2,079 -27.33 0.3700
2026-02-13 2025-12-31 13F INTUIT COMMON STOCK 461202103 4,319 334 8.38 2,861 5.15 0.5507
2025-11-14 2025-09-30 13F INTUIT COMMON STOCK 461202103 3,985 264 7.09 2,721 19.13 0.5379
2025-04-30 2025-03-31 13F INTUIT COMMON STOCK 461202103 3,721 84 2.31 2,285 -4.40 0.4982
2024-08-06 2024-06-30 13F INTUIT COMMON STOCK 461202103 3,637 135 3.85 2,390 9.19 0.5968
2024-06-26 2024-03-31 13F/A-1 INTUIT COM 461202103 3,502 0 0.00 2,189 -0.05 0.6158
2024-05-13 2024-03-31 13F Intuit Inc Ordinary Shares COM 461202103 3,498 -4 2,274 0.5828
2024-06-26 2023-12-31 13F/A-1 INTUIT COMMON STOCK 461202103 3,502 -45,115 -92.80 2,190 -97.52 0.6151
2024-02-15 2023-12-31 13F INTUIT COMMON STOCK 461202103 48,617 0 88,120 0.9710
2023-11-16 2023-09-30 13F INTUIT COMMON STOCK 461202103 48,617 45,996 1,754.90 88,120 1,762,280.00 0.9710
2023-08-09 2023-06-30 13F INTUIT COM 461202103 2,621 25 0.96 5 400.00 0.0139
2023-05-12 2023-03-31 13F INTUIT COM 461202103 2,596 1,616 164.90 2 -50.00 0.0467
2023-02-15 2022-12-31 13F INTUIT Domestic Equities 461202103 980 -2,712 -73.46 3 0.0145
2022-11-03 2022-09-30 13F INTUIT COM 461202103 3,692 -1,118 -23.24 1 -100.00 0.0248
2022-08-05 2022-06-30 13F INTUIT Stock 461202103 4,810 352 7.90 1 0.0364
2022-05-13 2022-03-31 13F INTUIT COM 461202103 4,458 -2,107 -32.09 1 -100.00 0.0255
2022-02-11 2021-12-31 13F INTUIT Stock 461202103 6,565 5,189 377.11 2 0.00 0.0355
2021-11-12 2021-09-30 13F INTUIT Stock 461202103 1,376 -1,629 -54.21 1 0.00 0.6059
2021-08-11 2021-06-30 13F INTUIT Stock 461202103 3,005 213 7.63 2 -50.00 0.7028
2021-05-17 2021-03-31 13F INTUIT Stock 461202103 2,792 1,140 69.01 2 -99.68 0.0418
2021-02-16 2020-12-31 13F INTUIT COMSTOCK 461202103 1,652 1,652 627 0.5741
2020-08-13 2020-06-30 13F INTUIT COMSTOCK 461202103 0 -590 -100.00 0 -100.00
2020-05-12 2020-03-31 13F INTUIT COMSTOCK 461202103 590 296 100.68 14 -96.17 0.0430
2020-02-28 2019-12-31 13F INTUIT INC COM COM 461202103 294 247 525.53 339 2,725.00 0.2335
2019-10-15 2019-09-30 13F INTUIT COM Stock 461202103 47 0 0.00 12 0.00 0.0103
2019-07-26 2019-06-30 13F INTUIT COM Stock 461202103 47 -60 -56.07 12 -57.14 0.0098
2019-04-19 2019-03-31 13F INTUIT COM Stock 461202103 107 -502 -82.43 28 -77.05 0.0226
2018-10-31 2018-09-30 13F INTUIT COM Stock 461202103 609 240 65.04 122 56.41 0.1277
2018-08-14 2018-06-30 13F INTUIT COM Stock 461202103 369 -13 -3.40 78 9.86 0.0731
2018-05-23 2018-03-31 13F INTUIT COM Stock 461202103 382 382 71 0.0727
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.