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NASDAQ · Technology

INTUIT INC INTU

Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States. The company operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • The company operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax.
  • The Global Business Solutions segment provides QuickBooks services, which include financial and business management online services, desktop software, payroll solutions, time tracking, merchant payment processing and bill pay solutions, checking accounts.
  • This segment also offers QuickBooks online services and desktop software solutions comprising QuickBooks Online, QuickBooks Live, QuickBooks Online Advanced, QuickBooks Self-Employed.
  • The Consumer segment provides do-it-yourself and assisted TurboTax income tax preparation products and services.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 5 Current sample portfolio
Public mentions 2 Videos / interviews / letters
Valuation snapshot
PE 18.15 FCF 9.55% Buyback 1.15%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Eagle Capital Management 3.4% $1.0B 2026-03-31
Edgewood Management 3.2% $499.1M 2026-03-31
Lindsell Train Nick Train 10.1% $317.2M 2026-03-31
Valley Forge Capital Management Dev Kantesaria 2.4% $81.8M 2026-03-31
Mar Vista Investment Partners 0.9% $9.1M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 3 13F filing periods
Net reducers 7 Last 3 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $835.5M Estimated from net added shares
Reduction amount $3.6B Estimated from net reduced shares
Net share change / base shares -37.9% -2,725,042 / 7,194,000
Fundsmith Terry Smith 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 64.0% 13F value change +$122.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 3.5% 13F value change +$1.6M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$414.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 368,540 Last 3 periods -368,540 (-100.0%) Total shares 0 Value $0
Valley Forge Capital Management Dev Kantesaria 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.8% 13F value change -$29.1M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -15.3% 13F value change -$31.8M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -14.5% 13F value change -$64.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 263,312 Last 3 periods -74,240 (-28.2%) Total shares 189,072 Value $81.8M
Eagle Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 4.2% 13F value change -$39.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.9% 13F value change -$14.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 330.7% 13F value change +$646.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 522,286 Last 3 periods +1,798,879 (+344.4%) Total shares 2,321,165 Value $1.0B
Polen Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
New Shares - 13F value change +$451.9M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -22.5% 13F value change -$112.3M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -96.1% 13F value change -$331.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 3 periods +19,853 (New) Total shares 19,853 Value $8.6M
Edgewood Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -17.4% 13F value change -$501.2M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -26.5% 13F value change -$362.4M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -15.0% 13F value change -$400.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,238,950 Last 3 periods -1,084,616 (-48.4%) Total shares 1,154,334 Value $499.1M
Mar Vista Investment Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -12.1% 13F value change -$13.6M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -6.6% 13F value change -$4.1M
13F 2026-03-31 Filed 2026-05-13
Major reduction Shares -64.6% 13F value change -$30.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 72,275 Last 3 periods -51,255 (-70.9%) Total shares 21,020 Value $9.1M
Lindsell Train Nick Train 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -8.1% 13F value change -$106.6M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -0.3% 13F value change -$13.6M
13F 2026-03-31 Filed 2026-04-24
Major increase Shares 20.2% 13F value change -$87.0M
Settlement As of 13F 2026-03-31 · Filed 2026-04-24
Base shares 665,786 Last 3 periods +67,913 (+10.2%) Total shares 733,699 Value $317.2M
Coatue Management Philippe Laffont 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 58.8% 13F value change +$419.4M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -19.8% 13F value change -$250.7M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$573.3M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 658,864 Last 3 periods -658,864 (-100.0%) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$1.0B
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$180.4M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$180.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 1,706,420 Last 3 periods -1,706,420 (-100.0%) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 12.1% 13F value change +$187.9M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -44.1% 13F value change -$317.6M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$298.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 697,567 Last 3 periods -697,567 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-06-30 Filed 2025-08-13
New Shares - 13F value change +$46.3M
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 65.6% 13F value change +$20.2M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -69.4% 13F value change -$46.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 0 Last 3 periods +29,815 (New) Total shares 29,815 Value $19.8M
Lone Pine Capital Stephen Mandel 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$861.9M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -45.0% 13F value change -$254.1M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$607.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Whale Rock Capital Management Alex Sacerdote 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$68.7M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$68.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Dragoneer Investment Group Marc Stad 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$396.7M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$396.7M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

Fundsmith Equity Fund 2025 Semi-Annual Letter

Fundsmith · Terry Smith

2025 semi-annual letter disclosed Fundsmith’s first half portfolio adjustments: began to accumulate Zoetis, Intuit, EssilorLuxottica, and sold PepsiCo and Brown-Forman.

Shareholder letter / fund letter

Fundsmith Equity Fund 2022 Semi-Annual Letter

Fundsmith · Terry Smith

The 2022 semi-annual letter focuses on explaining the impact of inflation, gross margin, free cash flow yield and rising interest rates on high-quality growth portfolios.

Shareholder letter / fund letter

Mentioned by firms

Fundsmith Terry Smith