Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership755 shares
Latest Disclosed Value $ 264,960
Plancorp, LLC reports 21.11% decrease in ownership of 0JCT / Intuit Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 755 shares of Intuit Inc. (GB:0JCT) valued at $325,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 957 shares of Intuit Inc.. This represents a change in shares of -21.11% during the quarter. The current value of the position is $311,588 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)
2026-04-14 2026-03-31 13F INTUIT COM 461202103 755 -202 -21.11 265 -58.29 0.0075
2026-02-05 2025-12-31 13F INTUIT COM 461202103 957 -37 -3.72 634 -6.64 0.0192
2025-10-15 2025-09-30 13F INTUIT COM 461202103 994 -14 -1.39 679 -14.50 0.0213
2025-07-16 2025-06-30 13F INTUIT COM 461202103 1,008 109 12.12 794 43.92 0.0275
2025-05-15 2025-03-31 13F INTUIT COM 461202103 899 10 1.12 552 -1.25 0.0219
2025-02-11 2024-12-31 13F INTUIT COM 461202103 889 19 2.18 559 3.33 0.0229
2024-11-12 2024-09-30 13F INTUIT COM 461202103 870 -11 -1.25 540 -6.74 0.0220
2024-08-09 2024-06-30 13F INTUIT COM 461202103 881 17 1.97 579 3.21 0.0251
2024-05-15 2024-03-31 13F INTUIT COM 461202103 864 23 2.73 562 6.86 0.0244
2024-02-09 2023-12-31 13F INTUIT COM 461202103 841 41 5.12 526 28.68 0.0252
2023-11-08 2023-09-30 13F INTUIT COM 461202103 800 31 4.03 409 15.91 0.0219
2023-07-26 2023-06-30 13F INTUIT COM 461202103 769 26 3.50 352 6.34 0.0190
2023-05-11 2023-03-31 13F INTUIT COM 461202103 743 -21 -2.75 331 11.45 0.0186
2023-02-14 2022-12-31 13F INTUIT COM 461202103 764 6 0.79 297 1.02 0.0175
2022-11-10 2022-09-30 13F INTUIT COM 461202103 758 61 8.75 294 9.29 0.0196
2022-08-04 2022-06-30 13F INTUIT COM 461202103 697 -7 -0.99 269 -20.65 0.0170
2022-05-13 2022-03-31 13F INTUIT COM 461202103 704 -92 -11.56 339 -33.79 0.0220
2022-02-11 2021-12-31 13F INTUIT COM 461202103 796 15 1.92 512 21.62 0.0325
2021-11-15 2021-09-30 13F INTUIT COM 461202103 781 17 2.23 421 12.57 0.0291
2021-08-13 2021-06-30 13F INTUIT COM 461202103 764 -6 -0.78 374 26.78 0.0293
2021-05-14 2021-03-31 13F INTUIT COM 461202103 770 0 0.00 295 1.03 0.0650
2021-02-09 2020-12-31 13F INTUIT COM 461202103 770 49 6.80 292 24.26 0.0719
2020-11-16 2020-09-30 13F INTUIT COM 461202103 721 33 4.80 235 15.20 0.0713
2020-08-11 2020-06-30 13F INTUIT COM 461202103 688 688 204 0.0615
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.