Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
AKTIENPREIS
SecurityGB:0JCT / Intuit Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership1,730 shares
Latest Disclosed Value $ 748,017
PDS Planning, Inc reports 1.29% increase in ownership of 0JCT / Intuit Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 1,730 shares of Intuit Inc. (GB:0JCT) valued at $745,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,708 shares of Intuit Inc.. This represents a change in shares of 1.29% during the quarter. The current value of the position is $713,971 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)
2026-04-21 2026-03-31 13F INTUIT COM 461202103 1,730 22 1.29 748 -33.86 0.0493
2026-01-26 2025-12-31 13F INTUIT COM 461202103 1,708 0 0.00 1,131 -3.00 0.0756
2025-10-21 2025-09-30 13F INTUIT COM 461202103 1,708 23 1.36 1,166 -12.13 0.0807
2025-07-24 2025-06-30 13F INTUIT COM 461202103 1,685 320 23.44 1,327 58.35 0.0989
2025-04-24 2025-03-31 13F INTUIT COM 461202103 1,365 130 10.53 838 7.99 0.0706
2025-02-10 2024-12-31 13F INTUIT COM 461202103 1,235 -42 -3.29 776 -2.14 0.0690
2024-10-30 2024-09-30 13F INTUIT COM 461202103 1,277 75 6.24 793 0.51 0.0711
2024-08-08 2024-06-30 13F INTUIT COM 461202103 1,202 58 5.07 790 6.19 0.0797
2024-05-01 2024-03-31 13F INTUIT COM 461202103 1,144 57 5.24 744 9.43 0.0781
2024-02-01 2023-12-31 13F INTUIT COM 461202103 1,087 -3 -0.28 679 22.12 0.0774
2023-10-23 2023-09-30 13F INTUIT COM 461202103 1,090 36 3.42 557 15.35 0.0721
2023-07-21 2023-06-30 13F INTUIT COM 461202103 1,054 196 22.84 483 26.18 0.0617
2023-05-02 2023-03-31 13F INTUIT COM 461202103 858 171 24.89 383 43.07 0.0527
2023-01-27 2022-12-31 13F INTUIT COM 461202103 687 87 14.50 267 15.09 0.0427
2022-11-02 2022-09-30 13F INTUIT COM 461202103 600 -106 -15.01 232 -14.71 0.0422
2022-07-15 2022-06-30 13F INTUIT COM 461202103 706 180 34.22 272 7.51 0.0492
2022-04-18 2022-03-31 13F INTUIT COM 461202103 526 12 2.33 253 -23.56 0.0445
2022-01-25 2021-12-31 13F INTUIT COM 461202103 514 -1 -0.19 331 19.06 0.0633
2021-10-22 2021-09-30 13F INTUIT COM 461202103 515 40 8.42 278 19.31 0.0641
2021-07-26 2021-06-30 13F INTUIT COM 461202103 475 475 233 0.0567
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.