Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionColdstream Capital Management Inc
Latest Disclosed Ownership8,207 shares
Latest Disclosed Value $ 3,548,683
Coldstream Capital Management Inc reports 4.35% decrease in ownership of INTU / Intuit Inc.

On May 8, 2026 - Coldstream Capital Management Inc filed a 13F-HR form disclosing ownership of 8,207 shares of Intuit Inc. (US:INTU) valued at $3,548,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 8,580 shares of Intuit Inc.. This represents a change in shares of -4.35% during the quarter. The current value of the position is $2,555,988 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 8,207 -373 -4.35 3,549 -37.57 0.0381
2026-02-09 2025-12-31 13F INTUIT COM 461202103 8,580 -18 -0.21 5,683 -3.20 0.0733
2025-11-19 2025-09-30 13F INTUIT COM 461202103 8,598 329 3.98 5,872 -9.86 0.0791
2025-08-12 2025-06-30 13F INTUIT COM 461202103 8,269 753 10.02 6,513 41.16 0.1065
2025-05-13 2025-03-31 13F INTUIT COM 461202103 7,516 -537 -6.67 4,615 -8.83 0.0983
2025-02-14 2024-12-31 13F INTUIT COM 461202103 8,053 469 6.18 5,061 5.79 0.1079
2024-11-18 2024-09-30 13F/A-1 INTUIT COM 461202103 7,584 1,097 16.91 4,784 12.22 0.1034
2024-11-18 2024-09-30 13F INTUIT COM 461202103 7,584 4,784
2024-08-07 2024-06-30 13F INTUIT COM 461202103 6,487 589 9.99 4,263 11.22 0.1039
2024-05-14 2024-03-31 13F INTUIT COM 461202103 5,898 269 4.78 3,834 8.95 0.0974
2024-02-09 2023-12-31 13F INTUIT COM 461202103 5,629 1,558 38.27 3,518 69.13 0.0984
2023-11-02 2023-09-30 13F INTUIT COM 461202103 4,071 -77 -1.86 2,080 9.47 0.0679
2023-08-03 2023-06-30 13F INTUIT COM 461202103 4,148 -27 -0.65 1,901 2.10 0.0602
2023-05-15 2023-03-31 13F INTUIT COM 461202103 4,175 60 1.46 1,861 16.24 0.0625
2023-01-10 2022-12-31 13F INTUIT COM 461202103 4,115 336 8.89 1,602 9.88 0.0586
2022-08-08 2022-06-30 13F/A-1 INTUIT COM 461202103 3,779 1,083 40.17 1,457 12.42 0.0568
2022-08-08 2022-06-30 13F INTUIT COM 461202103 1,849 -847 713 0.0303
2022-05-11 2022-03-31 13F INTUIT COM 461202103 2,696 -511 -15.93 1,296 -37.18 0.0447
2022-02-11 2021-12-31 13F INTUIT COM 461202103 3,207 2,083 185.32 2,063 462.13 0.0648
2021-11-12 2021-09-30 13F INTUIT COM 461202103 1,124 -293 -20.68 367 -47.19 0.0178
2021-08-16 2021-06-30 13F INTUIT COM 461202103 1,417 104 7.92 695 38.17 0.0280
2021-06-16 2021-03-31 13F INTUIT COM 461202103 1,313 69 5.55 503 6.34 0.0295
2021-02-16 2020-12-31 13F INTUIT COM 461202103 1,244 355 39.93 473 63.10 0.0285
2020-11-16 2020-09-30 13F INTUIT COM 461202103 889 35 4.10 290 14.62 0.0241
2020-08-12 2020-06-30 13F INTUIT COM 461202103 854 854 253 0.0227
2020-05-27 2020-03-31 13F INTUIT COM 461202103 0 -870 -100.00 0 -100.00
2020-02-13 2019-12-31 13F INTUIT COM 461202103 870 41 4.95 228 3.17 0.0187
2019-11-15 2019-09-30 13F INTUIT COM 461202103 829 28 3.50 221 5.74 0.0186
2019-08-15 2019-06-30 13F INTUIT COM 461202103 801 801 209 0.0174
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.