Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
AKTIENPREIS
SecurityGB:0JCT / Intuit Inc.
InstitutionFundamentun, Llc
Latest Disclosed Ownership572 shares
Latest Disclosed Value $ 247,620
Fundamentun, Llc reports 25.71% decrease in ownership of 0JCT / Intuit Inc.

On April 28, 2026 - Fundamentun, Llc filed a 13F-HR form disclosing ownership of 572 shares of Intuit Inc. (GB:0JCT) valued at $246,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 770 shares of Intuit Inc.. This represents a change in shares of -25.71% during the quarter. The current value of the position is $236,064 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)
2026-04-28 2026-03-31 13F INTUIT COM 461202103 572 -198 -25.71 248 -51.57 0.0099
2026-01-20 2025-12-31 13F INTUIT COM 461202103 770 -377 -32.87 510 -34.87 0.0205
2025-11-06 2025-09-30 13F INTUIT COM 461202103 1,147 24 2.14 784 -11.43 0.0323
2025-07-29 2025-06-30 13F INTUIT COM 461202103 1,123 725 182.16 885 262.30 0.0405
2025-04-30 2025-03-31 13F INTUIT COM 461202103 398 22 5.85 245 3.39 0.0130
2025-01-27 2024-12-31 13F INTUIT COM 461202103 376 5 1.35 237 2.61 0.0142
2024-10-17 2024-09-30 13F INTUIT COM 461202103 371 30 8.80 231 2.68 0.0161
2024-07-24 2024-06-30 13F INTUIT COM 461202103 341 32 10.36 224 11.44 0.0186
2024-04-16 2024-03-31 13F INTUIT COM 461202103 309 309 201 0.0196
2022-09-06 2022-06-30 13F INTUIT COM 461202103 0 -442 -100.00 0 -100.00
2022-04-26 2022-03-31 13F INTUIT COM 461202103 442 -62 -12.30 213 -34.26 0.0354
2022-01-14 2021-12-31 13F INTUIT COM 461202103 504 -393 -43.81 324 -33.06 0.0511
2021-10-19 2021-09-30 13F INTUIT COM 461202103 897 897 484 0.0841
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.