Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionRoundview Capital LLC
Latest Disclosed Ownership3,814 shares
Latest Disclosed Value $ 1,649,021
Roundview Capital LLC reports 11.52% increase in ownership of 0JCT / Intuit Inc.

On May 8, 2026 - Roundview Capital LLC filed a 13F-HR form disclosing ownership of 3,814 shares of Intuit Inc. (GB:0JCT) valued at $1,644,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,420 shares of Intuit Inc.. This represents a change in shares of 11.52% during the quarter. The current value of the position is $1,574,038 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 COM 461202103 3,814 394 11.52 1,649 -27.20 0.1027
2026-02-09 2025-12-31 13F INTUIT COM 461202103 3,420 -1,820 -34.73 2,265 -36.70 0.1393
2025-11-12 2025-09-30 13F INTUIT COM 461202103 5,240 115 2.24 3,579 -11.35 0.2262
2025-07-23 2025-06-30 13F INTUIT COM 461202103 5,125 -777 -13.17 4,037 11.40 0.2698
2025-05-06 2025-03-31 13F INTUIT COM 461202103 5,902 83 1.43 3,624 -0.93 0.2615
2025-02-12 2024-12-31 13F INTUIT COM 461202103 5,819 1,278 28.14 3,657 29.73 0.2553
2024-11-14 2024-09-30 13F INTUIT COM 461202103 4,541 133 3.02 2,820 -2.66 0.2043
2024-08-09 2024-06-30 13F INTUIT COM 461202103 4,408 -116 -2.56 2,897 -1.50 0.2282
2024-05-06 2024-03-31 13F INTUIT COM 461202103 4,524 726 19.12 2,941 23.89 0.2404
2024-02-12 2023-12-31 13F INTUIT COM 461202103 3,798 -16 -0.42 2,374 21.82 0.2189
2023-11-13 2023-09-30 13F INTUIT COM 461202103 3,814 -37 -0.96 1,949 10.43 0.1959
2023-08-09 2023-06-30 13F INTUIT COM 461202103 3,851 462 13.63 1,764 16.82 0.1723
2023-05-09 2023-03-31 13F INTUIT COM 461202103 3,389 470 16.10 1,511 32.92 0.1580
2023-02-13 2022-12-31 13F INTUIT COM 461202103 2,919 926 46.46 1,136 47.15 0.1296
2022-11-10 2022-09-30 13F INTUIT COM 461202103 1,993 201 11.22 772 11.72 0.0975
2022-08-11 2022-06-30 13F INTUIT COM 461202103 1,792 488 37.42 691 10.21 0.0827
2022-05-17 2022-03-31 13F/A-1 INTUIT COM 461202103 1,304 -33 -2.47 627 -27.09 0.0644
2022-05-11 2022-03-31 13F INTUIT COM 461202103 1,304 -33 627 0.0622
2022-02-10 2021-12-31 13F INTUIT COM 461202103 1,337 -45 -3.26 860 15.28 0.0858
2021-11-10 2021-09-30 13F INTUIT COM 461202103 1,382 -8 -0.58 746 9.54 0.0822
2021-08-10 2021-06-30 13F INTUIT COM 461202103 1,390 0 0.00 681 28.01 0.0760
2021-05-14 2021-03-31 13F INTUIT COM 461202103 1,390 -52 -3.61 532 -2.92 0.0669
2021-02-08 2020-12-31 13F INTUIT COM 461202103 1,442 0 0.00 548 16.60 0.0750
2020-11-05 2020-09-30 13F INTUIT COM 461202103 1,442 28 1.98 470 12.17 0.0737
2020-08-13 2020-06-30 13F INTUIT COM 461202103 1,414 -11 -0.77 419 27.74 0.0712
2020-05-11 2020-03-31 13F INTUIT COM 461202103 1,425 0 0.00 328 -12.06 0.0693
2020-02-10 2019-12-31 13F INTUIT COM 461202103 1,425 0 0.00 373 -1.58 0.0709
2019-11-12 2019-09-30 13F INTUIT COM 461202103 1,425 -75 -5.00 379 -3.32 0.0818
2019-08-12 2019-06-30 13F INTUIT COM 461202103 1,500 0 0.00 392 0.00 0.0883
2019-05-09 2019-03-31 13F INTUIT COM 461202103 1,500 0 0.00 392 32.88 0.0931
2019-02-13 2018-12-31 13F INTUIT COM 461202103 1,500 0 0.00 295 -13.49 0.0827
2018-11-07 2018-09-30 13F Intuit COM 461202103 1,500 0 0.00 341 11.44 0.0842
2018-08-10 2018-06-30 13F Intuit COM 461202103 1,500 0 0.00 306 17.69 0.0802
2018-05-14 2018-03-31 13F Intuit COM 461202103 1,500 0 0.00 260 9.70 0.0732
2018-02-07 2017-12-31 13F Intuit COM 461202103 1,500 0 0.00 237 11.27 0.0612
2017-11-13 2017-09-30 13F/A-1 Intuit COM 461202103 1,500 -85 -5.36 213 0.95 0.0609
2017-11-13 2017-09-30 13F Intuit COM 461202103 1,585 0 211 61,552.4640
2017-08-11 2017-06-30 13F Intuit COM 461202103 1,585 1,585 211 0.0616
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.