Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionSienna Gestion
Latest Disclosed Ownership32,725 shares
Latest Disclosed Value $ 14,143,480
Sienna Gestion ownership in INTU / Intuit Inc.

On May 15, 2026 - Sienna Gestion filed a 13F-HR form disclosing ownership of 32,725 shares of Intuit Inc. (US:INTU) valued at $14,149,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,725 shares of Intuit Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $9,882,296 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)
2026-05-15 2026-03-31 13F INTUIT COM 461202103 32,725 0 0.00 14,143 -35.16 0.9227
2026-02-13 2025-12-31 13F INTUIT COM 461202103 32,725 -519 -1.56 21,813 5.38 1.2955
2025-11-13 2025-09-30 13F INTUIT COM 461202103 33,244 7,798 30.65 20,699 13.12 1.4465
2025-08-06 2025-06-30 13F INTUIT COM 461202103 25,446 2,314 10.00 18,298 32.55 1.2589
2025-05-13 2025-03-31 13F INTUIT COM 461202103 23,132 -2,312 -9.09 13,806 -13.66 1.1167
2025-02-10 2024-12-31 13F INTUIT COM 461202103 25,444 2,137 9.17 15,989 10.74 1.0791
2024-11-14 2024-09-30 13F INTUIT COM 461202103 23,307 5,622 31.79 14,439 24.28 0.9618
2024-08-12 2024-06-30 13F INTUIT COM 461202103 17,685 -5,024 -22.12 11,617 -21.29 1.0324
2024-08-12 2024-03-31 13F/A-1 INTUIT COM 461202103 22,709 22,709 14,761 1.2686
2024-05-10 2024-03-31 13F INTUIT COM 461202103 22,709 22,709 14,761 0.1608
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.