Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionValley Forge Advisors, LLC
Latest Disclosed Ownership189,072 shares
Latest Disclosed Value $ 81,750,951
Valley Forge Advisors, LLC reports 14.54% decrease in ownership of 0JCT / Intuit Inc.

On May 15, 2026 - Valley Forge Advisors, LLC filed a 13F-HR form disclosing ownership of 189,072 shares of Intuit Inc. (GB:0JCT) valued at $81,503,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 221,236 shares of Intuit Inc.. This represents a change in shares of -14.54% during the quarter. The current value of the position is $78,030,014 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)
2026-05-15 2026-03-31 13F INTUIT COM 461202103 189,072 -32,164 -14.54 81,751 -44.22 2.4218
2026-02-17 2025-12-31 13F INTUIT COM 461202103 221,236 -39,861 -15.27 146,551 -17.81 3.3222
2025-11-14 2025-09-30 13F INTUIT COM 461202103 261,097 -2,215 -0.84 178,306 -14.03 4.2893
2025-08-14 2025-06-30 13F INTUIT COM 461202103 263,312 -34,048 -11.45 207,392 13.59 4.5810
2025-05-15 2025-03-31 13F INTUIT COM 461202103 297,360 -104,921 -26.08 182,576 -27.79 4.1599
2025-02-14 2024-12-31 13F INTUIT COM 461202103 402,281 -42,600 -9.58 252,834 -8.48 5.5693
2024-11-14 2024-09-30 13F INTUIT COM 461202103 444,881 0 0.00 276,271 -5.51 6.1392
2024-08-14 2024-06-30 13F INTUIT COM 461202103 444,881 0 0.00 292,380 1.11 7.5595
2024-05-15 2024-03-31 13F INTUIT COM 461202103 444,881 0 0.00 289,173 4.00 7.8867
2024-02-14 2023-12-31 13F INTUIT COM 461202103 444,881 0 0.00 278,064 22.33 7.9031
2023-11-14 2023-09-30 13F INTUIT COM 461202103 444,881 0 0.00 227,307 11.51 7.7536
2023-08-14 2023-06-30 13F INTUIT COM 461202103 444,881 0 0.00 203,840 2.77 6.9098
2023-05-15 2023-03-31 13F INTUIT COM 461202103 444,881 246,810 124.61 198,341 157.27 7.5103
2023-02-14 2022-12-31 13F INTUIT COM 461202103 198,071 0 0.00 77,093 0.49 3.1303
2022-11-14 2022-09-30 13F INTUIT COM 461202103 198,071 2,000 1.02 76,717 1.51 3.6402
2022-08-15 2022-06-30 13F INTUIT COM 461202103 196,071 0 0.00 75,574 -19.84 3.3794
2022-05-16 2022-03-31 13F INTUIT COM 461202103 196,071 0 0.00 94,279 -25.24 3.5863
2022-02-14 2021-12-31 13F INTUIT COM 461202103 196,071 -19,150 -8.90 126,117 8.61 4.7698
2021-11-15 2021-09-30 13F INTUIT COM 461202103 215,221 0 0.00 116,114 10.07 4.6129
2021-08-16 2021-06-30 13F INTUIT COM 461202103 215,221 0 0.00 105,495 27.96 4.0988
2021-05-17 2021-03-31 13F INTUIT COM 461202103 215,221 99,480 85.95 82,443 87.52 3.9002
2021-02-16 2020-12-31 13F INTUIT COM 461202103 115,741 0 0.00 43,964 16.44 4.0840
2020-11-16 2020-09-30 13F INTUIT COM 461202103 115,741 0 0.00 37,756 10.14 4.0968
2020-08-14 2020-06-30 13F INTUIT COM 461202103 115,741 21,100 22.29 34,281 57.49 4.1669
2020-05-15 2020-03-31 13F INTUIT COM 461202103 94,641 0 0.00 21,767 -12.19 4.6100
2020-02-14 2019-12-31 13F INTUIT COM 461202103 94,641 0 0.00 24,789 -1.51 4.8180
2019-11-14 2019-09-30 13F INTUIT COM 461202103 94,641 0 0.00 25,169 1.76 5.6172
2019-08-14 2019-06-30 13F INTUIT COM 461202103 94,641 0 0.00 24,733 -0.03 5.8637
2019-05-15 2019-03-31 13F INTUIT COM 461202103 94,641 14,000 17.36 24,740 55.85 6.5479
2019-02-14 2018-12-31 13F INTUIT COM 461202103 80,641 22,141 37.85 15,874 19.33 6.0053
2018-11-14 2018-09-30 13F INTUIT COM 461202103 58,500 0 0.00 13,303 11.30 4.4268
2018-08-14 2018-06-30 13F INTUIT COM 461202103 58,500 0 0.00 11,952 17.86 4.6463
2018-05-15 2018-03-31 13F INTUIT COM 461202103 58,500 0 0.00 10,141 9.87 4.7484
2018-02-14 2017-12-31 13F INTUIT COM 461202103 58,500 0 0.00 9,230 11.00 4.8730
2017-11-14 2017-09-30 13F INTUIT COM 461202103 58,500 0 0.00 8,315 7.03 5.2709
2017-08-14 2017-06-30 13F INTUIT COM 461202103 58,500 0 0.00 7,769 14.50 5.5247
2017-05-15 2017-03-31 13F INTUIT COM 461202103 58,500 0 0.00 6,785 1.19 5.2808
2017-02-13 2016-12-31 13F INTUIT COM 461202103 58,500 58,500 6,705 6.1174
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.