Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership15,539 shares
Latest Disclosed Value $ 6,719,091
Vestmark Advisory Solutions, Inc. reports 20.74% increase in ownership of 0JCT / Intuit Inc.

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 15,539 shares of Intuit Inc. (GB:0JCT) valued at $6,698,397 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,870 shares of Intuit Inc.. This represents a change in shares of 20.74% during the quarter. The current value of the position is $6,412,945 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 15,539 2,669 20.74 6,719 -21.18 0.0462
2026-02-06 2025-12-31 13F INTUIT COM 461202103 12,870 6,428 99.78 8,526 93.79 0.1151
2025-11-10 2025-09-30 13F INTUIT COM 461202103 6,442 138 2.19 4,399 -11.40 0.0839
2025-08-06 2025-06-30 13F INTUIT COM 461202103 6,304 1,924 43.93 4,965 84.64 0.0717
2025-05-13 2025-03-31 13F INTUIT COM 461202103 4,380 -3,029 -40.88 2,689 -42.25 0.0692
2025-02-06 2024-12-31 13F INTUIT COM 461202103 7,409 1,308 21.44 4,657 22.91 0.1603
2024-11-14 2024-09-30 13F INTUIT COM 461202103 6,101 264 4.52 3,789 -1.25 0.1410
2024-08-12 2024-06-30 13F INTUIT COM 461202103 5,837 2 0.03 3,836 1.16 0.1602
2024-05-15 2024-03-31 13F INTUIT COM 461202103 5,835 -213 -3.52 3,793 0.32 0.1633
2024-02-06 2023-12-31 13F INTUIT COM 461202103 6,048 -802 -11.71 3,780 8.00 0.1920
2023-11-06 2023-09-30 13F INTUIT COM 461202103 6,850 -6,742 -49.60 3,500 -43.79 0.2544
2023-08-07 2023-06-30 13F INTUIT COM 461202103 13,592 1,219 9.85 6,228 12.89 0.2372
2023-05-09 2023-03-31 13F INTUIT COM 461202103 12,373 628 5.35 5,517 20.67 0.2389
2023-01-20 2022-12-31 13F INTUIT COM 461202103 11,745 696 6.30 4,572 6.82 0.2227
2022-11-03 2022-09-30 13F INTUIT COM 461202103 11,049 1,902 20.79 4,279 21.39 0.2385
2022-08-04 2022-06-30 13F INTUIT COM 461202103 9,147 3,039 49.75 3,525 20.02 0.2013
2022-04-27 2022-03-31 13F INTUIT COM 461202103 6,108 457 8.09 2,937 -19.20 0.1662
2022-01-31 2021-12-31 13F INTUIT COM 461202103 5,651 347 6.54 3,635 26.96 0.2051
2021-11-15 2021-09-30 13F INTUIT COM 461202103 5,304 255 5.05 2,863 15.68 0.1939
2021-08-09 2021-06-30 13F INTUIT COM 461202103 5,049 27 0.54 2,475 28.64 0.1761
2021-05-10 2021-03-31 13F INTUIT COM 461202103 5,022 3,157 169.28 1,924 171.37 0.1707
2021-02-04 2020-12-31 13F INTUIT COM 461202103 1,865 -141 -7.03 709 8.41 0.0796
2020-10-19 2020-09-30 13F INTUIT COM 461202103 2,006 432 27.45 654 40.34 0.0879
2020-08-13 2020-06-30 13F INTUIT COM 461202103 1,574 253 19.15 466 53.29 0.0721
2020-05-06 2020-03-31 13F INTUIT COM 461202103 1,321 1,321 304 0.0594
2020-02-14 2019-12-31 13F INTUIT COM 461202103 0 -1,209 -100.00 0 -100.00
2019-11-05 2019-09-30 13F INTUIT COM 461202103 1,209 435 56.20 322 59.41 0.0522
2019-08-20 2019-06-30 13F INTUIT COM 461202103 774 -210 -21.34 202 -21.40 0.0346
2019-05-14 2019-03-31 13F INTUIT COM 461202103 984 984 257 0.0458
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.