Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionCsenge Advisory Group
Latest Disclosed Ownership854 shares
Latest Disclosed Value $ 369,150
Csenge Advisory Group reports 11.78% increase in ownership of INTU / Intuit Inc.

On April 30, 2026 - Csenge Advisory Group filed a 13F-HR form disclosing ownership of 854 shares of Intuit Inc. (US:INTU) valued at $369,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 764 shares of Intuit Inc.. This represents a change in shares of 11.78% during the quarter. The current value of the position is $257,891 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)
2026-04-30 2026-03-31 13F INTUIT COM 461202103 854 90 11.78 369 -26.93 0.0169
2026-02-06 2025-12-31 13F INTUIT COM 461202103 764 -151 -16.50 506 -19.20 0.0229
2025-10-28 2025-09-30 13F INTUIT COM 461202103 915 -13 -1.40 625 -10.46 0.0298
2025-08-06 2025-06-30 13F INTUIT COM 461202103 928 -59 -5.98 699 20.97 0.0368
2025-05-05 2025-03-31 13F INTUIT COM 461202103 987 39 4.11 578 -3.19 0.0328
2025-01-30 2024-12-31 13F INTUIT COM 461202103 948 89 10.36 596 12.67 0.0324
2024-11-13 2024-09-30 13F INTUIT COM 461202103 859 16 1.90 530 -4.51 0.0276
2024-07-10 2024-06-30 13F INTUIT COM 461202103 843 120 16.60 554 17.87 0.0314
2024-05-03 2024-03-31 13F INTUIT COM 461202103 723 144 24.87 470 30.19 0.0263
2024-02-13 2023-12-31 13F INTUIT COM 461202103 579 50 9.45 362 33.70 0.0226
2023-11-01 2023-09-30 13F INTUIT COM 461202103 529 -29 -5.20 270 5.88 0.0184
2023-07-20 2023-06-30 13F INTUIT COM 461202103 558 558 256 0.0171
2019-02-07 2018-12-31 13F INTUIT COM 461202103 0 -260 -100.00 0 -100.00
2018-11-19 2018-09-30 13F INTUIT COM 461202103 260 260 54 0.0210
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.