Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
AKTIENPREIS
SecurityGB:0JCT / Intuit Inc.
InstitutionOptas, LLC
Latest Disclosed Ownership4,108 shares
Latest Disclosed Value $ 1,776,216
Optas, LLC reports 90.71% increase in ownership of 0JCT / Intuit Inc.

On April 24, 2026 - Optas, LLC filed a 13F-HR form disclosing ownership of 4,108 shares of Intuit Inc. (GB:0JCT) valued at $1,770,836 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,154 shares of Intuit Inc.. This represents a change in shares of 90.71% during the quarter. The current value of the position is $1,695,372 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)
2026-04-24 2026-03-31 13F INTUIT COM 461202103 4,108 1,954 90.71 1,776 24.54 0.1557
2026-01-27 2025-12-31 13F INTUIT COM 461202103 2,154 148 7.38 1,427 4.16 0.2232
2025-10-15 2025-09-30 13F INTUIT COM 461202103 2,006 3 0.15 1,370 -13.19 0.2325
2025-07-23 2025-06-30 13F INTUIT COM 461202103 2,003 304 17.89 1,578 51.20 0.2998
2025-04-17 2025-03-31 13F INTUIT COM 461202103 1,699 -62 -3.52 1,043 -5.70 0.1815
2025-01-24 2024-12-31 13F INTUIT COM 461202103 1,761 54 3.16 1,107 4.34 0.2385
2024-10-29 2024-09-30 13F INTUIT COM 461202103 1,707 -1 -0.06 1,060 -5.53 0.2438
2024-07-25 2024-06-30 13F INTUIT COM 461202103 1,708 20 1.18 1,123 2.28 0.2891
2024-04-18 2024-03-31 13F INTUIT COM 461202103 1,688 5 0.30 1,097 4.38 0.2994
2024-01-26 2023-12-31 13F INTUIT COM 461202103 1,683 24 1.45 1,052 24.09 0.3165
2023-10-31 2023-09-30 13F INTUIT COM 461202103 1,659 -24 -1.43 848 9.86 0.2823
2023-07-20 2023-06-30 13F INTUIT COM 461202103 1,683 145 9.43 771 12.55 0.2579
2023-04-18 2023-03-31 13F INTUIT COM 461202103 1,538 -191 -11.05 686 1.93 0.2447
2023-01-30 2022-12-31 13F INTUIT COM 461202103 1,729 -61 -3.41 673 -3.03 0.2776
2022-11-01 2022-09-30 13F INTUIT COM 461202103 1,790 142 8.62 693 9.31 0.3040
2022-08-01 2022-06-30 13F INTUIT COM 461202103 1,648 38 2.36 634 -18.19 0.2595
2022-04-26 2022-03-31 13F INTUIT COM 461202103 1,610 14 0.88 775 -24.54 0.2535
2022-01-26 2021-12-31 13F INTUIT COM 461202103 1,596 -235 -12.83 1,027 3.95 0.2908
2021-10-14 2021-09-30 13F INTUIT COM 461202103 1,831 -14 -0.76 988 9.29 0.2871
2021-07-27 2021-06-30 13F INTUIT COM 461202103 1,845 131 7.64 904 37.80 0.2579
2021-04-19 2021-03-31 13F INTUIT COM 461202103 1,714 186 12.17 656 12.91 0.2057
2021-01-27 2020-12-31 13F INTUIT COM 461202103 1,528 -1,980 -56.44 581 -49.21 0.1868
2020-10-23 2020-09-30 13F INTUIT COM 461202103 3,508 1,739 98.30 1,144 118.74 0.3496
2020-07-31 2020-06-30 13F INTUIT COM 461202103 1,769 -8 -0.45 523 27.87 0.2119
2020-04-14 2020-03-31 13F INTUIT COM 461202103 1,777 59 3.43 409 -9.11 0.2038
2020-02-14 2019-12-31 13F INTUIT COM 461202103 1,718 1,718 450 0.1737
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.