Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership2,876 shares
Latest Disclosed Value $ 1,243,525
Abacus Planning Group, Inc. reports 3.43% decrease in ownership of INTU / Intuit Inc.

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 2,876 shares of Intuit Inc. (US:INTU) valued at $1,243,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,978 shares of Intuit Inc.. This represents a change in shares of -3.43% during the quarter. The current value of the position is $868,494 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)
2026-04-07 2026-03-31 13F INTUIT COM 461202103 2,876 -102 -3.43 1,244 -36.97 0.1674
2026-01-16 2025-12-31 13F INTUIT COM 461202103 2,978 84 2.90 1,973 -0.20 0.2626
2025-10-22 2025-09-30 13F INTUIT COM 461202103 2,894 27 0.94 1,976 -12.49 0.2727
2025-07-21 2025-06-30 13F/A-1 INTUIT COM 461202103 2,867 40 1.41 2,258 30.14 0.3358
2025-04-14 2025-03-31 13F INTUIT COM 461202103 2,827 -3 -0.11 1,736 -2.42 0.3040
2025-02-03 2024-12-31 13F INTUIT COM 461202103 2,830 -14 -0.49 1,779 0.68 0.3128
2024-10-02 2024-09-30 13F INTUIT COM 461202103 2,844 184 6.92 1,766 1.03 0.3157
2024-07-31 2024-06-30 13F INTUIT COM 461202103 2,660 11 0.42 1,748 1.57 0.3391
2024-04-12 2024-03-31 13F INTUIT COM 461202103 2,649 7 0.26 1,722 4.24 0.3365
2024-01-19 2023-12-31 13F INTUIT COM 461202103 2,642 -47 -1.75 1,651 20.25 0.3482
2023-10-11 2023-09-30 13F INTUIT COM 461202103 2,689 0 0.00 1,374 11.44 0.3343
2023-07-07 2023-06-30 13F INTUIT COM 461202103 2,689 7 0.26 1,232 3.10 0.2981
2023-04-18 2023-03-31 13F INTUIT COM 461202103 2,682 0 0.00 1,196 14.57 0.3081
2023-01-19 2022-12-31 13F INTUIT COM 461202103 2,682 -8 -0.30 1,044 0.10 0.2855
2022-10-19 2022-09-30 13F INTUIT COM 461202103 2,690 0 0.00 1,042 0.48 0.3146
2022-07-18 2022-06-30 13F INTUIT COM 461202103 2,690 -41 -1.50 1,037 -21.02 0.3056
2022-04-13 2022-03-31 13F INTUIT COM 461202103 2,731 0 0.00 1,313 -25.27 0.3534
2022-01-18 2021-12-31 13F INTUIT COM 461202103 2,731 25 0.92 1,757 20.34 0.4692
2021-10-19 2021-09-30 13F INTUIT COM 461202103 2,706 8 0.30 1,460 10.44 0.4648
2021-07-20 2021-06-30 13F INTUIT COM 461202103 2,698 -440 -14.02 1,322 9.98 0.4037
2021-04-27 2021-03-31 13F INTUIT COM 461202103 3,138 -110 -3.39 1,202 -2.59 0.3846
2021-02-01 2020-12-31 13F INTUIT COM 461202103 3,248 -75 -2.26 1,234 13.84 0.3810
2020-11-03 2020-09-30 13F INTUIT COM 461202103 3,323 -285 -7.90 1,084 1.40 0.3954
2020-08-11 2020-06-30 13F INTUIT COM 461202103 3,608 -120 -3.22 1,069 24.74 0.4352
2020-04-30 2020-03-31 13F INTUIT COM 461202103 3,728 34 0.92 857 -11.47 0.4211
2020-01-30 2019-12-31 13F INTUIT COM 461202103 3,694 300 8.84 968 7.20 0.4446
2019-11-01 2019-09-30 13F INTUIT COM 461202103 3,394 576 20.44 903 22.69 0.4474
2019-08-12 2019-06-30 13F INTUIT COM 461202103 2,818 -192 -6.38 736 -6.48 0.4421
2019-04-25 2019-03-31 13F INTUIT COM 461202103 3,010 -39 -1.28 787 31.17 0.4919
2019-02-15 2018-12-31 13F/A-2 INTUIT ETF 461202103 3,049 -294 -8.79 600 -21.05 0.4549
2019-02-13 2018-12-31 13F/A-1 INTUIT ETF 461202103 10,294 7,245 1,378 1.0448
2019-01-25 2018-12-31 13F I SHARES RUSSELL 3000 INDEX ETF 461202103 3,049 -294 600
2018-10-31 2018-09-30 13F INTUIT COM 461202103 3,343 0 0.00 760 11.44 0.5098
2018-07-26 2018-06-30 13F INTUIT COM 461202103 3,343 0 0.00 682 17.59 0.5123
2018-05-04 2018-03-31 13F INTUIT COM 461202103 3,343 895 36.56 580 50.26 0.4728
2018-03-06 2017-12-31 13F INTUIT COM 461202103 2,448 2,448 386 0.3913
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.