Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership1,746 shares
Latest Disclosed Value $ 754,936
Wealthspire Advisors, LLC reports 61.36% decrease in ownership of 0JCT / Intuit Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 1,746 shares of Intuit Inc. (GB:0JCT) valued at $752,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,519 shares of Intuit Inc.. This represents a change in shares of -61.36% during the quarter. The current value of the position is $720,574 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)
2026-05-01 2026-03-31 13F INTUIT COM 461202103 1,746 -2,773 -61.36 755 -74.81 0.0059
2026-02-12 2025-12-31 13F INTUIT COM 461202103 4,519 2,519 125.95 2,994 119.27 0.0238
2025-11-14 2025-09-30 13F INTUIT COM 461202103 2,000 -348 -14.82 1,366 -26.18 0.0071
2025-08-11 2025-06-30 13F INTUIT COM 461202103 2,348 283 13.70 1,849 45.94 0.0104
2025-05-09 2025-03-31 13F INTUIT COM 461202103 2,065 -212 -9.31 1,268 -11.40 0.0076
2025-02-04 2024-12-31 13F INTUIT COM 461202103 2,277 102 4.69 1,431 5.93 0.0142
2024-11-13 2024-09-30 13F INTUIT COM 461202103 2,175 -35 -1.58 1,351 -7.02 0.0137
2024-08-08 2024-06-30 13F INTUIT COM 461202103 2,210 -138 -5.88 1,452 -4.85 0.0186
2024-05-06 2024-03-31 13F INTUIT COM 461202103 2,348 -128 -5.17 1,526 -1.36 0.0204
2024-02-07 2023-12-31 13F INTUIT COM 461202103 2,476 79 3.30 1,548 26.39 0.0220
2023-11-06 2023-09-30 13F INTUIT COM 461202103 2,397 1,429 147.62 1,225 176.30 0.0202
2023-08-01 2023-06-30 13F INTUIT COM 461202103 968 42 4.54 444 7.52 0.0072
2023-05-09 2023-03-31 13F INTUIT COM 461202103 926 926 413 0.0071
2023-02-13 2022-12-31 13F INTUIT COM 461202103 0 -840 -100.00 0 -100.00
2022-11-14 2022-09-30 13F INTUIT COM 461202103 840 -87 -9.39 325 -8.96 0.0068
2022-08-09 2022-06-30 13F INTUIT COM 461202103 927 21 2.32 357 -18.12 0.0075
2022-05-09 2022-03-31 13F INTUIT COM 461202103 906 -662 -42.22 436 -56.79 0.0098
2022-02-14 2021-12-31 13F INTUIT COM 461202103 1,568 -139 -8.14 1,009 9.55 0.0223
2021-11-15 2021-09-30 13F INTUIT COM 461202103 1,707 780 84.14 921 102.86 0.0191
2021-08-13 2021-06-30 13F INTUIT COM 461202103 927 -2,885 -75.68 454 -68.90 0.0119
2021-05-17 2021-03-31 13F INTUIT COM 461202103 3,812 558 17.15 1,460 18.12 0.0346
2021-02-16 2020-12-31 13F INTUIT COM 461202103 3,254 1,488 84.26 1,236 114.58 0.0368
2020-11-16 2020-09-30 13F INTUIT COM 461202103 1,766 66 3.88 576 14.29 0.0342
2020-08-14 2020-06-30 13F INTUIT COM 461202103 1,700 -2,386 -58.39 504 -46.38 0.0351
2020-05-12 2020-03-31 13F INTUIT COM 461202103 4,086 3,268 399.51 940 339.25 0.0394
2020-02-14 2019-12-31 13F INTUIT COM 461202103 818 818 214 0.0156
2019-05-07 2019-03-31 13F INTUIT COM 461202103 0 -1,006 -100.00 0 -100.00
2019-02-14 2018-12-31 13F INTUIT COM 461202103 1,006 1,006 198 0.0191
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.