Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership11,219 shares
Latest Disclosed Value $ 4,850,700
Summit Trail Advisors, Llc reports 31.62% increase in ownership of 0JCT / Intuit Inc.

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 11,219 shares of Intuit Inc. (GB:0JCT) valued at $4,836,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,524 shares of Intuit Inc.. This represents a change in shares of 31.62% during the quarter. The current value of the position is $4,630,081 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)
2026-05-12 2026-03-31 13F INTUIT COM 461202103 11,219 2,695 31.62 4,851 -14.10 0.0695
2026-02-17 2025-12-31 13F INTUIT COM 461202103 8,524 -1,114 -11.56 5,647 -14.21 0.0976
2025-11-14 2025-09-30 13F INTUIT COM 461202103 9,638 1,296 15.54 6,582 0.17 0.0909
2025-08-14 2025-06-30 13F INTUIT COM 461202103 8,342 8,342 6,570 0.1128
2025-01-29 2024-12-31 13F INTUIT COM 461202103 0 -4,175 -100.00 0 -100.00
2024-11-12 2024-09-30 13F INTUIT COM 461202103 4,175 162 4.04 2,593 -1.71 0.0643
2024-08-13 2024-06-30 13F Intuit Incorporated Com COM 461202103 4,013 1,519 60.91 2,637 62.78 0.0693
2024-04-23 2024-03-31 13F INTUIT COM 461202103 2,494 459 22.56 1,621 27.46 0.0431
2024-02-06 2023-12-31 13F INTUIT COM 461202103 2,035 -72 -3.42 1,272 18.12 0.0421
2023-10-30 2023-09-30 13F INTUIT COM 461202103 2,107 -207 -8.95 1,077 1.51 0.0396
2023-07-25 2023-06-30 13F INTUIT COM 461202103 2,314 1,265 120.59 1,060 126.98 0.0400
2023-05-04 2023-03-31 13F INTUIT COM 461202103 1,049 296 39.31 468 59.39 0.0188
2023-02-07 2022-12-31 13F Intuit Incorporated Com COM 461202103 753 57 8.19 293 8.52 0.0130
2022-11-10 2022-09-30 13F Intuit Incorporated Com Stock 461202103 696 -54 -7.20 270 -6.57 0.0146
2022-08-09 2022-06-30 13F Intuit Incorporated Com COM 461202103 750 -276 -26.90 289 -41.38 0.0179
2022-05-16 2022-03-31 13F Intuit Incorporated Com EQUITY 461202103 1,026 468 83.87 493 37.33 0.0399
2022-02-11 2021-12-31 13F Intuit Incorporated Com Equity 461202103 558 41 7.93 359 28.67 0.0231
2021-11-16 2021-09-30 13F Intuit Incorporated Com COM 461202103 517 -1,442 -73.61 279 -59.27 0.0209
2020-11-16 2020-09-30 13F/A-1 Intuit Incorporated Com Equity 461202103 1,959 1,959 685 0.1325
2018-08-10 2018-06-30 13F INTUIT COM EQUITY 461202103 0 -2,920 -100.00 0 -100.00
2018-05-22 2018-03-31 13F/A-1 INTUIT COM EQUITY 461202103 2,920 897 44.34 283 -14.76 0.0480
2018-05-21 2018-03-31 13F INTUIT COM EQUITY 461202103 282,741 280,718 283
2018-02-14 2017-12-31 13F INTUIT COM EQUITY 461202103 2,023 2,023 332 0.0419
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.