Battery Global Advisors, LLC INTU — INTUIT

Ownership history in Battery Global Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Battery Global Advisors, LLC reported INTUIT (INTU) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 25.59% in 2024 Q1. The latest visible filing shows INTU at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Battery Global Advisors, LLC's position in INTUIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INTU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.59% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INTU stock page Battery Global Advisors, LLC fund profile Battery Global Advisors, LLC full holdings
How Battery Global Advisors, LLC held INTU — position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 96.6% -34.6% ✅ 1,377 -39,579 -96.6% 0.02% $51K 2026-02-14 (Est.) $398.17
2025 Q3 REDUCED — — — 40,956 -1,241 -2.9% 13.15% $28.0M 2025-11-12 $656.06
2025 Q2 REDUCED 7.0% -11.7% ✅ 42,197 -3,153 -7.0% 16.39% $33.2M 2025-08-11 $701.34
2025 Q1 UNCHANGED — — — 45,350 — 0% 15.53% $27.8M 2025-05-09 $648.60
2024 Q4 REDUCED 6.6% -2.1% ✅ 45,350 -3,200 -6.6% 15.24% $28.5M 2025-02-14 $581.62
2024 Q3 UNCHANGED — — — 48,550 — 0% 16.39% $30.1M 2024-11-14 $692.74
2024 Q2 UNCHANGED — — — 48,550 — 0% 21.11% $31.9M 2024-08-14 $628.40
2024 Q1 REDUCED — — — 48,550 -2,300 -4.5% 25.59% $31.6M 2024-05-15 $645.65
2023 Q4 INITIATED — — — 50,850 — — 24.35% $31.8M 2024-02-14 $646.72

🏢 Other funds also holding INTU

As of 2026 Q1 — sorted by position size

GCQ FUNDS MANAGEMENT PTY Ltd 13.18% Lindsell Train Ltd 3Y 7Y 10.11% XXEC, Inc. 3Y 7.16% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 4.7% Bristol Gate Capital Partners Inc. 3Y 7Y 3.87% Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 3.79% Bey-Douglas LLC 3.69% Raub Brock Capital Management LP 3Y 7Y 3.59% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 3.57% Suncoast Equity Management 3Y 7Y 3.49%

FAQ About Battery Global Advisors, LLC and INTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Battery Global Advisors, LLC reported owning INTU?

Battery Global Advisors, LLC reported INTU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INTU position in Battery Global Advisors, LLC's portfolio?

The largest reported portfolio weight for INTU was 25.59% in 2024 Q1.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when Battery Global Advisors, LLC reported 1,377 shares, equal to 0.02% of portfolio, with an estimated market value of $51K.

What does the chart on this INTU ownership page compare?

The chart compares Battery Global Advisors, LLC's quarterly INTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Battery Global Advisors, LLC time their INTU position?

Based on 13F filing dates vs. subsequent INTU price moves, Battery Global Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on INTU relative to SPY over the holding period was -33.7%.

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