INTU INTUIT

Ownership history in Caption Management, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in INTUIT (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.36% (2025 Q2)
Avg. % of fund
1.18%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,000 -179,900 -97.8% 0.02% $2.6M $661.20
2025 Q4 REDUCED 183,900 -118,800 -39.2% 0.84% $121.8M $661.20
2025 Q4 ADDED 302,700 +73,000 +31.8% 1.38% $200.5M $661.20
2025 Q3 REDUCED 229,700 -65,600 -22.2% 1.22% $156.9M $680.41
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INTU price (monthly, adj. close)
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