Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership9,915 shares
Latest Disclosed Value $ 6,771,053
Wetherby Asset Management Inc reports 0.72% increase in ownership of INTU / Intuit Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 9,915 shares of Intuit Inc. (US:INTU) valued at $6,771,053 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 9,844 shares of Intuit Inc.. This represents a change in shares of 0.72% during the quarter. The current value of the position is $2,942,375 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.

Upgrade to unlock premium data and export to Excel .

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)
2025-11-14 2025-09-30 13F INTUIT COM 461202103 9,915 71 0.72 6,771 -12.67 0.2764
2025-08-14 2025-06-30 13F INTUIT COM 461202103 9,844 789 8.71 7,753 36.23 0.3451
2025-02-14 2024-12-31 13F INTUIT COM 461202103 9,055 -531 -5.54 5,691 -4.39 0.2728
2024-11-14 2024-09-30 13F INTUIT COM 461202103 9,586 -94 -0.97 5,953 -6.43 0.2722
2024-08-14 2024-06-30 13F INTUIT COM 461202103 9,680 -417 -4.13 6,362 -3.08 0.2999
2024-05-15 2024-03-31 13F INTUIT COM 461202103 10,097 -64 -0.63 6,563 3.35 0.3127
2024-02-14 2023-12-31 13F INTUIT COM 461202103 10,161 -26 -0.26 6,351 22.02 0.3308
2023-11-14 2023-09-30 13F INTUIT COM 461202103 10,187 63 0.62 5,205 12.20 0.2951
2023-08-14 2023-06-30 13F INTUIT COM 461202103 10,124 231 2.33 4,639 5.17 0.2498
2023-05-12 2023-03-31 13F INTUIT COM 461202103 9,893 2 0.02 4,411 14.58 0.2581
2023-02-14 2022-12-31 13F INTUIT COM 461202103 9,891 -194 -1.92 3,850 -1.46 0.2473
2022-11-14 2022-09-30 13F INTUIT COM 461202103 10,085 701 7.47 3,906 7.99 0.2754
2022-08-15 2022-06-30 13F INTUIT COM 461202103 9,384 646 7.39 3,617 -13.92 0.2469
2022-05-16 2022-03-31 13F INTUIT COM 461202103 8,738 -364 -4.00 4,202 -28.22 0.2408
2022-02-14 2021-12-31 13F INTUIT COM 461202103 9,102 -234 -2.51 5,854 16.22 0.3287
2021-11-15 2021-09-30 13F INTUIT COM 461202103 9,336 -75 -0.80 5,037 9.19 0.3108
2021-08-16 2021-06-30 13F INTUIT COM 461202103 9,411 470 5.26 4,613 34.69 0.2815
2021-05-14 2021-03-31 13F INTUIT COM 461202103 8,941 -376 -4.04 3,425 -3.22 0.2610
2021-02-11 2020-12-31 13F INTUIT COM 461202103 9,317 -534 -5.42 3,539 10.11 0.2400
2020-12-16 2020-09-30 13F/A-01 INTUIT COM 461202103 9,851 98 1.00 3,214 11.25 0.2946
2020-11-13 2020-09-30 13F INTUIT COM 461202103 10,193 440 3,326 211,562.8041
2020-08-14 2020-06-30 13F INTUIT COM 461202103 9,753 -797 -7.55 2,889 19.08 0.2738
2020-05-06 2020-03-31 13F INTUIT COM 461202103 10,550 678 6.87 2,426 -6.19 0.2723
2020-01-28 2019-12-31 13F INTUIT COM 461202103 9,872 -554 -5.31 2,586 -6.71 0.2547
2019-10-31 2019-09-30 13F INTUIT COM 461202103 10,426 846 8.83 2,772 10.75 0.2894
2019-07-25 2019-06-30 13F INTUIT COM 461202103 9,580 961 11.15 2,503 11.10 0.2740
2019-07-25 2019-03-31 13F/A-1 INTUIT COM 461202103 8,619 -221 -2.50 2,253 29.41 0.2806
2019-05-09 2019-03-31 13F INTUIT COM 461202103 8,619 -221 2,253
2019-01-30 2018-12-31 13F INTUIT COM 461202103 8,840 433 5.15 1,741 -8.90 0.2463
2018-11-07 2018-09-30 13F INTUIT COM 461202103 8,407 -43 -0.51 1,911 10.65 0.2360
2018-07-24 2018-06-30 13F INTUIT COM 461202103 8,450 358 4.42 1,727 23.18 0.2338
2018-05-04 2018-03-31 13F INTUIT COM 461202103 8,092 711 9.63 1,402 20.34 0.1935
2018-02-09 2017-12-31 13F INTUIT COM 461202103 7,381 250 3.51 1,165 14.89 0.1617
2017-11-13 2017-09-30 13F INTUIT COM 461202103 7,131 91 1.29 1,014 8.45 0.1508
2017-08-01 2017-06-30 13F INTUIT COM 461202103 7,040 27 0.38 935 15.01 0.1591
2017-04-27 2017-03-31 13F INTUIT COM 461202103 7,013 194 2.84 813 4.10 0.1462
2017-02-08 2016-12-31 13F INTUIT COM 461202103 6,819 93 1.38 781 5.54 0.1530
2016-11-14 2016-09-30 13F INTUIT COM 461202103 6,726 -40 -0.59 740 -1.99 0.1497
2016-08-10 2016-06-30 13F INTUIT COM 461202103 6,766 -170 -2.45 755 4.57 0.1674
2016-05-10 2016-03-31 13F INTUIT COM 461202103 6,936 786 12.78 722 21.75 0.1702
2016-02-08 2015-12-31 13F INTUIT COM 461202103 6,150 95 1.57 593 10.22 0.1422
2015-11-12 2015-09-30 13F INTUIT COM 461202103 6,055 629 11.59 538 -1.47 0.1378
2015-08-12 2015-06-30 13F INTUIT COM 461202103 5,426 90 1.69 546 5.61 0.1313
2015-05-08 2015-03-31 13F INTUIT COM 461202103 5,336 300 5.96 517 11.42 0.1259
2015-02-12 2014-12-31 13F INTUIT COM 461202103 5,036 -2 -0.04 464 4.98 0.1167
2014-11-03 2014-09-30 13F INTUIT COM 461202103 5,038 -78 -1.52 442 7.28 0.1232
2014-08-01 2014-06-30 13F INTUIT COM 461202103 5,116 -91 -1.75 412 1.73 0.1163
2014-05-05 2014-03-31 13F/A-1 INTUIT COM 461202103 5,207 3 0.06 405 2.02 0.1161
2014-04-30 2014-03-31 13F INTUIT COM 461202103 5,207 405
2014-01-29 2013-12-31 13F INTUIT COM 461202103 5,204 -85 -1.61 397 13.11 0.1132
2013-10-29 2013-09-30 13F INTUIT COM 461202103 5,289 615 13.16 351 23.16 0.1095
2013-07-24 2013-06-30 13F INTUIT COM 461202103 4,674 4,674 285 0.0993
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.