Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionKrilogy Financial LLC
Latest Disclosed Ownership3,579 shares
Latest Disclosed Value $ 1,385,630
Krilogy Financial LLC reports 1.78% decrease in ownership of 0JCT / Intuit Inc.

On April 17, 2026 - Krilogy Financial LLC filed a 13F-HR form disclosing ownership of 3,579 shares of Intuit Inc. (GB:0JCT) valued at $1,542,800 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,644 shares of Intuit Inc.. This represents a change in shares of -1.78% during the quarter. The current value of the position is $1,477,053 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)
2026-04-17 2026-03-31 13F INTUIT COM 461202103 3,579 -65 -1.78 1,386 -32.34 0.0446
2026-01-27 2025-12-31 13F INTUIT COM 461202103 3,644 -896 -19.74 2,047 -31.19 0.0696
2025-11-06 2025-09-30 13F INTUIT COM 461202103 4,540 4,540 2,975 0.1117
2023-07-19 2023-06-30 13F INTUIT COM 461202103 0 -3,139 -100.00 0 -100.00
2023-05-03 2023-03-31 13F INTUIT COM 461202103 3,139 883 39.14 1,399 59.34 0.1176
2023-02-13 2022-12-31 13F INTUIT COM 461202103 2,256 8 0.36 878 0.80 0.0836
2022-10-06 2022-09-30 13F INTUIT COM 461202103 2,248 21 0.94 871 1.52 0.1040
2022-07-14 2022-06-30 13F INTUIT COM 461202103 2,227 43 1.97 858 -18.29 0.0996
2022-04-28 2022-03-31 13F INTUIT COM 461202103 2,184 -1,033 -32.11 1,050 -49.25 0.1073
2022-01-27 2021-12-31 13F INTUIT COM 461202103 3,217 -128 -3.83 2,069 14.63 0.2085
2021-10-25 2021-09-30 13F INTUIT COM 461202103 3,345 -154 -4.40 1,805 5.25 0.1801
2021-07-20 2021-06-30 13F INTUIT COM 461202103 3,499 5 0.14 1,715 28.18 0.1710
2021-04-21 2021-03-31 13F INTUIT COM 461202103 3,494 384 12.35 1,338 13.29 0.1413
2021-02-11 2020-12-31 13F INTUIT COM 461202103 3,110 113 3.77 1,181 20.76 0.1417
2020-11-13 2020-09-30 13F INTUIT COM 461202103 2,997 347 13.09 978 24.59 0.1356
2020-08-06 2020-06-30 13F INTUIT COM 461202103 2,650 -4,005 -60.18 785 -48.73 0.1202
2020-05-13 2020-03-31 13F INTUIT COM 461202103 6,655 -3,922 -37.08 1,531 -44.73 0.2911
2020-02-12 2019-12-31 13F INTUIT COM 461202103 10,577 190 1.83 2,770 0.29 0.4556
2019-11-13 2019-09-30 13F INTUIT COM 461202103 10,387 488 4.93 2,762 6.76 0.4990
2019-08-14 2019-06-30 13F INTUIT COM 461202103 9,899 1,371 16.08 2,587 16.06 0.4959
2019-05-14 2019-03-31 13F INTUIT COM 461202103 8,528 8,528 2,229 0.4718
2018-02-14 2017-12-31 13F INTUIT COM 461202103 0 -200 -100.00 0 -100.00
2017-11-15 2017-09-30 13F INTUIT COM 461202103 200 115 135.29 28 154.55 0.0071
2017-08-15 2017-06-30 13F INTUIT COM 461202103 85 85 11 0.0031
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.