Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
AKTIENPREIS
SecurityGB:0JCT / Intuit Inc.
InstitutionAssetmark, Inc
Latest Disclosed Ownership87,138 shares
Latest Disclosed Value $ 37,676,659
Assetmark, Inc reports 36.62% increase in ownership of 0JCT / Intuit Inc.

On May 6, 2026 - Assetmark, Inc filed a 13F-HR form disclosing ownership of 87,138 shares of Intuit Inc. (GB:0JCT) valued at $37,562,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 63,782 shares of Intuit Inc.. This represents a change in shares of 36.62% during the quarter. The current value of the position is $35,961,853 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)
2026-05-06 2026-03-31 13F INTUIT COM 461202103 87,138 23,356 36.62 37,677 -10.83 0.0768
2026-01-23 2025-12-31 13F INTUIT COM 461202103 63,782 -4,565 -6.68 42,251 -9.48 0.0862
2025-11-06 2025-09-30 13F INTUIT COM 461202103 68,347 1,812 2.72 46,675 -10.93 0.1001
2025-08-04 2025-06-30 13F INTUIT COM 461202103 66,535 4,970 8.07 52,405 38.63 0.1237
2025-05-06 2025-03-31 13F INTUIT COM 461202103 61,565 -5,528 -8.24 37,800 -10.36 0.1038
2025-02-06 2024-12-31 13F INTUIT COM 461202103 67,093 4,998 8.05 42,168 9.35 0.1145
2024-11-01 2024-09-30 13F INTUIT COM 461202103 62,095 6,098 10.89 38,561 4.78 0.1104
2024-08-13 2024-06-30 13F INTUIT COM 461202103 55,997 8,036 16.76 36,802 18.05 0.1138
2024-05-07 2024-03-31 13F INTUIT COM 461202103 47,961 3,700 8.36 31,175 12.69 0.1013
2024-02-09 2023-12-31 13F INTUIT COM 461202103 44,261 5,228 13.39 27,664 38.72 0.1000
2023-10-27 2023-09-30 13F INTUIT COM 461202103 39,033 5,488 16.36 19,944 29.75 0.0797
2023-08-11 2023-06-30 13F INTUIT COM COM 461202103 33,545 3,719 12.47 15,370 15.59 0.0603
2023-05-05 2023-03-31 13F INTUIT COM COM 461202103 29,826 2,252 8.17 13,297 23.90 0.0550
2023-02-10 2022-12-31 13F INTUIT COM 461202103 27,574 2,911 11.80 10,732 12.34 0.0465
2022-11-01 2022-09-30 13F INTUIT COM 461202103 24,663 959 4.05 9,553 4.55 0.0447
2022-08-03 2022-06-30 13F INTUIT COM COM 461202103 23,704 5,195 28.07 9,137 2.66 0.0410
2022-05-13 2022-03-31 13F INTUIT COM COM 461202103 18,509 9,959 116.48 8,900 61.82 0.0372
2022-02-14 2021-12-31 13F INTUIT COM COM 461202103 8,550 7,641 840.59 5,500 1,022.45 0.0226
2021-11-12 2021-09-30 13F INTUIT COM COM 461202103 909 483 113.38 490 134.45 0.0022
2021-08-16 2021-06-30 13F INTUIT COM COM 461202103 426 19 4.67 209 33.97 0.0010
2021-05-14 2021-03-31 13F INTUIT COM 461202103 407 -129 -24.07 156 -23.53 0.0008
2021-02-10 2020-12-31 13F INTUIT COM COM 461202103 536 -10 -1.83 204 14.61 0.0011
2020-11-13 2020-09-30 13F INTUIT COM COM 461202103 546 -28 -4.88 178 4.71 0.0011
2020-08-11 2020-06-30 13F INTUIT COM COM 461202103 574 37 6.89 170 37.10 0.0012
2020-05-12 2020-03-31 13F INTUIT COM COM 461202103 537 14 2.68 124 -9.49 0.0010
2020-02-11 2019-12-31 13F INTUIT COM COM 461202103 523 73 16.22 137 14.17 0.0010
2019-11-13 2019-09-30 13F INTUIT COM COM 461202103 450 6 1.35 120 3.45 0.0010
2019-08-14 2019-06-30 13F INTUIT COM COM 461202103 444 2 0.45 116 0.00 0.0009
2019-05-14 2019-03-31 13F INTUIT COM COM 461202103 442 45 11.34 116 48.72 0.0010
2019-02-13 2018-12-31 13F INTUIT COM COM 461202103 397 255 179.58 78 143.75 0.0008
2018-11-13 2018-09-30 13F INTUIT COM COM 461202103 142 -55 -27.92 32 -20.00 0.0003
2018-08-01 2018-06-30 13F INTUIT COM COM 461202103 197 -33 -14.35 40 0.00 0.0004
2018-05-16 2018-03-31 13F INTUIT COM COM 461202103 230 -1,205 -83.97 40 -82.30 0.0004
2018-02-13 2017-12-31 13F INTUIT COM COM 461202103 1,435 1,244 651.31 226 737.04 0.0023
2017-11-08 2017-09-30 13F INTUIT COM COM 461202103 191 -28 -12.79 27 -6.90 0.0003
2017-08-14 2017-06-30 13F INTUIT COM COM 461202103 219 -36 -14.12 29 -3.33 0.0004
2017-09-15 2017-03-31 13F/A-1 INTUIT COM COM 461202103 255 -26 -9.25 30 -6.25 0.0004
2017-05-08 2017-03-31 13F INTUIT COM COM 461202103 255 -26 30
2017-09-15 2016-12-31 13F/A-1 INTUIT COM COM 461202103 281 8 2.93 32 6.67 0.0005
2017-02-14 2016-12-31 13F INTUIT COM COM 461202103 281 8 32
2017-09-14 2016-09-30 13F/A-1 INTUIT COM COM 461202103 273 28 11.43 30 11.11 0.0005
2016-11-04 2016-09-30 13F INTUIT COM COM 461202103 273 28 30
2017-09-14 2016-06-30 13F/A-1 INTUIT COM COM 461202103 245 -40 -14.04 27 -10.00 0.0005
2016-08-08 2016-06-30 13F INTUIT COM COM 461202103 245 -40 27
2017-09-14 2016-03-31 13F/A-1 INTUIT COM COM 461202103 285 52 22.32 30 36.36 0.0005
2016-05-13 2016-03-31 13F INTUIT COM COM 461202103 285 52 30
2017-09-14 2015-12-31 13F/A-1 INTUIT COM COM 461202103 233 233 22 0.0004
2016-02-12 2015-12-31 13F INTUIT COM COM 461202103 233 233 22
2015-11-10 2015-09-30 13F INTUIT COM COM 461202103 0 -1,863 -100.00 0 -100.00
2015-08-13 2015-06-30 13F INTUIT COM COM 461202103 1,863 -61 -3.17 188 0.53 0.0039
2015-05-12 2015-03-31 13F INTUIT COM COM 461202103 1,924 1,924 0.00 187 0.0040
2015-02-03 2014-12-31 13F INTUIT COM COM 461202103 0 -2,667 -100.00 0 -100.00
2014-11-10 2014-09-30 13F INTUIT COM COM 461202103 2,667 45 1.72 234 10.90 0.0054
2014-08-12 2014-06-30 13F INTUIT COM COM 461202103 2,622 2,622 211 0.0045
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.