Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership24,481 shares
Latest Disclosed Value $ 10,585,017
Cwm, Llc reports 14.46% decrease in ownership of INTU / Intuit Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 24,481 shares of Intuit Inc. (US:INTU) valued at $10,585,095 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 28,620 shares of Intuit Inc.. This represents a change in shares of -14.46% during the quarter. The current value of the position is $7,624,363 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)
2026-05-14 2026-03-31 13F INTUIT COM 461202103 24,481 -4,139 -14.46 10,585 58,705.56 0.0275
2026-01-26 2025-12-31 13F INTUIT COM 461202103 28,620 -7,816 -21.45 19 -25.00 0.0514
2025-10-15 2025-09-30 13F INTUIT COM 461202103 36,436 10,520 40.59 25 20.00 0.0748
2025-07-25 2025-06-30 13F INTUIT COM 461202103 25,916 6,822 35.73 20 81.82 0.0720
2025-05-01 2025-03-31 13F INTUIT COM 461202103 19,094 1,756 10.13 12 10.00 0.0467
2025-02-04 2024-12-31 13F INTUIT COM 461202103 17,338 428 2.53 11 0.00 0.0452
2024-10-08 2024-09-30 13F INTUIT COM 461202103 16,910 227 1.36 11 0.00 0.0452
2024-07-10 2024-06-30 13F INTUIT COM 461202103 16,683 276 1.68 11 0.00 0.0517
2024-04-05 2024-03-31 13F INTUIT COM 461202103 16,407 1,871 12.87 11 11.11 0.0519
2024-02-01 2023-12-31 13F INTUIT COM 461202103 14,536 2,967 25.65 9 80.00 0.0488
2023-10-11 2023-09-30 13F INTUIT COM 461202103 11,569 5,657 95.69 6 150.00 0.0362
2023-08-03 2023-06-30 13F INTUIT COM 461202103 5,912 1,371 30.19 3 0.00 0.0167
2023-05-01 2023-03-31 13F INTUIT COM 461202103 4,541 308 7.28 2 100.00 0.0137
2023-02-01 2022-12-31 13F INTUIT COM 461202103 4,233 323 8.26 2 -99.93 0.0121
2022-10-27 2022-09-30 13F INTUIT COM 461202103 3,910 1,228 45.79 1,514 46.42 0.0120
2022-07-28 2022-06-30 13F INTUIT COM 461202103 2,682 1,122 71.92 1,034 37.87 0.0080
2022-04-21 2022-03-31 13F INTUIT COM 461202103 1,560 215 15.99 750 -13.29 0.0053
2022-01-31 2021-12-31 13F INTUIT COM 461202103 1,345 520 63.03 865 114.11 0.0061
2021-09-15 2021-06-30 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2021-07-29 2021-06-30 13F INTUIT COM 461202103 825 0 404 0.0032
2021-09-15 2021-03-31 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2021-04-27 2021-03-31 13F INTUIT COM 461202103 846 21 324 0.0028
2021-09-15 2020-12-31 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2021-01-27 2020-12-31 13F INTUIT COM 461202103 697 -128 265 0.0025
2021-09-15 2020-09-30 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2020-10-19 2020-09-30 13F INTUIT COM 461202103 712 -113 232 0.0026
2021-09-15 2020-06-30 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2020-07-22 2020-06-30 13F INTUIT COM 461202103 953 128 282 0.0033
2021-09-15 2020-03-31 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2020-04-28 2020-03-31 13F INTUIT COM 461202103 669 -156 154 0.0023
2021-09-14 2019-12-31 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2020-01-27 2019-12-31 13F INTUIT COM 461202103 902 77 236 0.0030
2021-09-14 2019-09-30 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2019-10-22 2019-09-30 13F INTUIT COM 461202103 374 -451 99 0.0014
2021-09-14 2019-06-30 13F/A-1 INTUIT COM 461202103 825 0 0.00 404 0.00 0.0032
2019-07-31 2019-06-30 13F INTUIT COM 461202103 296 -529 77 0.0013
2021-09-02 2019-03-31 13F/A-1 INTUIT COM 461202103 825 489 145.54 404 512.12 0.0032
2019-04-22 2019-03-31 13F INTUIT COM 461202103 334 -2 87 0.0017
2019-01-25 2018-12-31 13F INTUIT COM 461202103 336 56 20.00 66 3.13 0.0016
2018-10-29 2018-09-30 13F INTUIT COM 461202103 280 -120 -30.00 64 -21.95 0.0016
2018-07-31 2018-06-30 13F INTUIT COM 461202103 400 -76 -15.97 82 -1.20 0.0027
2018-04-26 2018-03-31 13F INTUIT COM 461202103 476 -12,382 -96.30 83 -95.91 0.0033
2018-01-16 2017-12-31 13F INTUIT COM 461202103 12,858 -3,090 -19.38 2,029 -10.50 0.0901
2017-10-16 2017-09-30 13F INTUIT COM 461202103 15,948 -1,890 -10.60 2,267 -4.31 0.1072
2017-07-17 2017-06-30 13F INTUIT COM 461202103 17,838 -2,585 -12.66 2,369 0.00 0.1214
2017-04-17 2017-03-31 13F INTUIT COM 461202103 20,423 -12,218 -37.43 2,369 -36.67 0.1339
2017-01-19 2016-12-31 13F INTUIT COM 461202103 32,641 -1,644 -4.80 3,741 -0.82 0.2293
2016-10-17 2016-09-30 13F INTUIT COM 461202103 34,285 -3,359 -8.92 3,772 -10.21 0.2604
2016-07-21 2016-06-30 13F INTUIT COM 461202103 37,644 -1,844 -4.67 4,201 2.29 0.3064
2016-04-18 2016-03-31 13F INTUIT COM 461202103 39,488 -8,615 -17.91 4,107 -11.53 0.3606
2016-02-01 2015-12-31 13F INTUIT COM 461202103 48,103 -4,225 -8.07 4,642 -0.04 0.4536
2015-10-30 2015-09-30 13F INTUIT COM 461202103 52,328 527 1.02 4,644 -11.03 0.4675
2015-07-09 2015-06-30 13F INTUIT COM 461202103 51,801 2,319 4.69 5,220 8.80 0.5008
2015-04-30 2015-03-31 13F INTUIT COM 461202103 49,482 2,242 4.75 4,798 10.17 0.4859
2015-02-12 2014-12-31 13F INTUIT COM 461202103 47,240 6,971 17.31 4,355 23.37 0.5286
2014-11-14 2014-09-30 13F INTUIT COM 461202103 40,269 4,089 11.30 3,530 21.14 0.5126
2014-08-14 2014-06-30 13F INTUIT COM 461202103 36,180 9,291 34.55 2,914 39.43 0.5214
2014-05-16 2014-03-31 13F INTUIT COM 461202103 26,889 7,135 36.12 2,090 38.59 0.2849
2014-02-14 2013-12-31 13F INTUIT COM 461202103 19,754 5,877 42.35 1,508 63.91 0.2352
2013-11-14 2013-09-30 13F INTUIT COM 461202103 13,877 13,877 920 0.2414
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.