Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership4,349 shares
Latest Disclosed Value $ 1,880,616
Perigon Wealth Management, LLC reports 42.07% decrease in ownership of 0JCT / Intuit Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,349 shares of Intuit Inc. (GB:0JCT) valued at $1,874,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 7,507 shares of Intuit Inc.. This represents a change in shares of -42.07% during the quarter. The current value of the position is $1,794,832 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)
2026-04-10 2026-03-31 13F INTUIT COM 461202103 4,349 -3,158 -42.07 1,881 -62.19 0.0341
2026-01-16 2025-12-31 13F INTUIT COM 461202103 7,507 1,360 22.12 4,973 18.47 0.0890
2025-10-17 2025-09-30 13F INTUIT COM 461202103 6,147 589 10.60 4,198 -4.11 0.0856
2025-07-16 2025-06-30 13F INTUIT COM 461202103 5,558 316 6.03 4,378 36.02 0.1022
2025-04-23 2025-03-31 13F INTUIT COM 461202103 5,242 449 9.37 3,218 10.58 0.0826
2025-01-22 2024-12-31 13F INTUIT COM 461202103 4,793 162 3.50 2,911 1.18 0.0715
2024-10-16 2024-09-30 13F INTUIT COM 461202103 4,631 1,342 40.80 2,876 33.09 0.0759
2024-08-02 2024-06-30 13F INTUIT COM 461202103 3,289 540 19.64 2,162 21.00 0.0626
2024-04-29 2024-03-31 13F INTUIT COM 461202103 2,749 312 12.80 1,787 17.27 0.0542
2024-01-29 2023-12-31 13F INTUIT COM 461202103 2,437 -99 -3.90 1,524 17.61 0.0498
2023-10-30 2023-09-30 13F INTUIT COM 461202103 2,536 257 11.28 1,296 24.04 0.0525
2023-08-02 2023-06-30 13F/A-1 INTUIT COM 461202103 2,279 210 10.15 1,044 13.23 0.0410
2023-08-02 2023-06-30 13F INTUIT COM 461202103 2,279 210 1,044 0.0410
2023-05-03 2023-03-31 13F INTUIT COM 461202103 2,069 -376 -15.38 922 -3.05 0.0524
2023-05-01 2022-12-31 13F/A-1 INTUIT COM 461202103 2,445 139 6.03 952 6.49 0.0590
2023-02-14 2022-12-31 13F INTUIT COM 461202103 2,445 952
2022-12-13 2022-09-30 13F INTUIT COM 461202103 2,306 47 2.08 893 2.53 0.0772
2022-08-11 2022-06-30 13F INTUIT COM 461202103 2,259 320 16.50 871 -6.55 0.0728
2022-05-16 2022-03-31 13F INTUIT COM 461202103 1,939 497 34.47 932 0.54 0.0658
2022-02-11 2021-12-31 13F INTUIT COM 461202103 1,442 343 31.21 927 56.32 0.0663
2021-11-01 2021-09-30 13F/A-1 INTUIT COM 461202103 1,099 24 2.23 593 12.52 0.0515
2021-07-19 2021-06-30 13F INTUIT COM 461202103 1,075 8 0.75 527 28.85 0.0469
2021-05-17 2021-03-31 13F INTUIT COM 461202103 1,067 111 11.61 409 12.67 0.0417
2021-01-28 2020-12-31 13F INTUIT COM 461202103 956 51 5.64 363 23.05 0.0422
2020-11-03 2020-09-30 13F INTUIT COM 461202103 905 -42 -4.44 295 5.36 0.0412
2020-07-29 2020-06-30 13F INTUIT COM 461202103 947 -52 -5.21 280 11.11 0.0444
2020-04-17 2020-03-31 13F INTUIT COM 461202103 999 999 252 0.0469
2018-02-14 2017-12-31 13F Intuit COM 461202103 0 -235 -100.00 0 -100.00
2017-12-05 2017-09-30 13F Intuit COM 461202103 235 0 0.00 33 6.45 0.0107
2017-09-12 2017-06-30 13F Intuit COM 461202103 235 0 0.00 31 14.81 0.0067
2017-06-05 2017-03-31 13F Intuit COM 461202103 235 0 0.00 27 -10.00 0.0057
2017-03-07 2016-12-31 13F Intuit COM 461202103 235 0 0.00 30 15.38 0.0066
2016-11-16 2016-09-30 13F Intuit COM 461202103 235 0 0.00 26 0.00 0.0067
2016-08-19 2016-06-30 13F Intuit COM 461202103 235 -2,000 -89.49 26 8.33 0.0069
2016-06-03 2016-03-31 13F Intuit COM 461202103 2,235 0 0.00 24 -88.89 0.0075
2016-03-04 2015-12-31 13F Intuit COM 461202103 2,235 2,235 -3.08 216 -75.81 0.0596
2014-02-18 2013-12-31 13F INTUIT COM 461202103 0 -2,306 -100.00 0 -100.00
2022-11-14 2011-09-30 13F INTUIT COM 461202103 2,306 2,306 893 0.0772
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.