Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership12,088 shares
Latest Disclosed Value $ 5,226,609
Sheets Smith Wealth Management reports 23.66% decrease in ownership of INTU / Intuit Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 12,088 shares of Intuit Inc. (US:INTU) valued at $5,226,609 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 15,834 shares of Intuit Inc.. This represents a change in shares of -23.66% during the quarter. The current value of the position is $3,650,334 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)
2026-04-16 2026-03-31 13F INTUIT COM 461202103 12,088 -3,746 -23.66 5,227 -50.17 0.5883
2026-01-20 2025-12-31 13F INTUIT COM 461202103 15,834 -25 -0.16 10,489 -3.16 1.1510
2025-10-16 2025-09-30 13F INTUIT COM 461202103 15,859 -100 -0.63 10,830 -13.84 1.2258
2025-07-15 2025-06-30 13F INTUIT COM 461202103 15,959 19 0.12 12,570 28.43 1.4706
2025-04-23 2025-03-31 13F INTUIT COM 461202103 15,940 -7 -0.04 9,787 -2.34 1.2161
2025-01-17 2024-12-31 13F INTUIT COM 461202103 15,947 -25 -0.16 10,023 1.05 1.2233
2024-11-01 2024-09-30 13F INTUIT COM 461202103 15,972 -25 -0.16 9,919 -5.66 1.2132
2024-07-30 2024-06-30 13F INTUIT COM 461202103 15,997 -5,222 -24.61 10,513 -23.77 1.2571
2024-05-08 2024-03-31 13F INTUIT COM 461202103 21,219 5,222 32.64 13,792 37.95 1.5443
2024-02-06 2023-12-31 13F INTUIT COM 461202103 15,997 0 0.00 9,999 22.33 1.4224
2023-10-23 2023-09-30 13F INTUIT COM 461202103 15,997 0 0.00 8,174 11.52 1.2447
2023-08-09 2023-06-30 13F INTUIT COM 461202103 15,997 0 0.00 7,330 2.78 1.0714
2023-05-26 2023-03-31 13F/A-1 INTUIT COM 461202103 15,997 -5,000 -23.81 7,132 -12.74 1.0896
2023-05-12 2023-03-31 13F INTUIT COM 461202103 446 -20,551 7,132 1.0919
2023-03-08 2022-12-31 13F INTUIT COM 461202103 20,997 150 0.72 8,172 1.21 1.2790
2022-11-01 2022-09-30 13F INTUIT COM 461202103 20,847 17 0.08 8,074 0.56 1.3481
2022-07-27 2022-06-30 13F INTUIT COM 461202103 20,830 0 0.00 8,029 -19.84 1.3215
2022-05-02 2022-03-31 13F INTUIT COM 461202103 20,830 -100 -0.48 10,016 -25.60 1.3807
2022-01-20 2021-12-31 13F INTUIT COM 461202103 20,930 -45 -0.21 13,463 18.97 1.6708
2021-10-15 2021-09-30 13F INTUIT COM 461202103 20,975 -210 -0.99 11,316 8.98 1.5354
2021-08-03 2021-06-30 13F INTUIT COM 461202103 21,185 -10 -0.05 10,384 27.90 1.3993
2021-04-23 2021-03-31 13F INTUIT COM 461202103 21,195 -50 -0.24 8,119 0.61 1.1944
2021-01-13 2020-12-31 13F INTUIT COM 461202103 21,245 0 0.00 8,070 16.45 1.2200
2020-10-26 2020-09-30 13F INTUIT COM 461202103 21,245 -150 -0.70 6,930 9.36 1.2054
2020-07-17 2020-06-30 13F INTUIT COM 461202103 21,395 -5 -0.02 6,337 28.75 1.2679
2020-04-28 2020-03-31 13F INTUIT COM 461202103 21,400 -55 -0.26 4,922 -12.42 1.0311
2020-01-24 2019-12-31 13F INTUIT COM 461202103 21,455 -2,661 -11.03 5,620 -12.37 1.0740
2019-10-28 2019-09-30 13F INTUIT COM 461202103 24,116 2,471 11.42 6,413 13.38 1.3186
2019-07-12 2019-06-30 13F INTUIT COM 461202103 21,645 -82 -0.38 5,656 -0.42 1.1610
2019-05-13 2019-03-31 13F INTUIT COM 461202103 21,727 -200 -0.91 5,680 31.60 1.2296
2019-01-11 2018-12-31 13F INTUIT COM 461202103 21,927 500 2.33 4,316 -11.41 1.1629
2018-10-15 2018-09-30 13F INTUIT COM 461202103 21,427 0 0.00 4,872 11.28 1.0082
2018-07-26 2018-06-30 13F INTUIT COM 461202103 21,427 5 0.02 4,378 17.88 1.0247
2018-04-09 2018-03-31 13F INTUIT COM 461202103 21,422 0 0.00 3,714 9.88 0.8924
2018-01-12 2017-12-31 13F INTUIT COM 461202103 21,422 -5,100 -19.23 3,380 -10.34 0.7968
2017-10-12 2017-09-30 13F INTUIT COM 461202103 26,522 0 0.00 3,770 7.04 0.9508
2017-07-19 2017-06-30 13F INTUIT COM 461202103 26,522 0 0.00 3,522 14.50 0.9307
2017-04-10 2017-03-31 13F INTUIT COM 461202103 26,522 0 0.00 3,076 1.18 0.8167
2017-02-03 2016-12-31 13F INTUIT COM 461202103 26,522 0 0.00 3,040 4.18 0.8532
2016-11-18 2016-09-30 13F INTUIT COM 461202103 26,522 0 0.00 2,918 -1.42 0.8229
2016-08-15 2016-06-30 13F INTUIT COM 461202103 26,522 0 0.00 2,960 7.29 0.8600
2016-05-13 2016-03-31 13F INTUIT COM 461202103 26,522 0 0.00 2,759 7.82 0.8483
2016-02-01 2015-12-31 13F INTUIT COM 461202103 26,522 0 0.00 2,559 8.71 0.7739
2015-11-13 2015-09-30 13F INTUIT COM 461202103 26,522 0 0.00 2,354 -11.93 0.7961
2015-08-31 2015-06-30 13F INTUIT COM 461202103 26,522 -100 -0.38 2,673 3.56 0.7306
2015-05-05 2015-03-31 13F INTUIT COM 461202103 26,622 0 0.00 2,581 5.18 0.7126
2015-02-20 2014-12-31 13F INTUIT COM 461202103 26,622 -200 -0.75 2,454 4.38 0.6403
2014-11-17 2014-09-30 13F INTUIT COM 461202103 26,822 0 0.00 2,351 8.84 0.6395
2014-09-18 2014-06-30 13F INTUIT COM 461202103 26,822 0 0.00 2,160 3.60 0.5797
2014-06-02 2014-03-31 13F INTUIT COM 461202103 26,822 0 0.00 2,085 1.86 0.5834
2014-02-21 2013-12-31 13F INTUIT COM 461202103 26,822 0 0.00 2,047 15.06 0.5647
2013-11-26 2013-09-30 13F INTUIT COM 461202103 26,822 0 0.00 1,779 8.67 0.5787
2013-11-19 2013-06-30 13F INTUIT COM COM 461202103 26,822 0 0.00 1,637 -7.04 0.5557
2013-05-21 2013-03-31 13F INTUIT COM COM 461202103 26,822 26,822 1,761 0.5970
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.