INTU β€” Intuit Com

Ownership history in Chicago Capital, LLC  Β·  32 quarters on record

This page tracks every 13F SEC filing in which Chicago Capital, LLC reported a position in Intuit Com (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.25% (2023 Q3)
πŸ“Š Avg. % of fund
1.21%
πŸ“… First filed
2018 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
32

Position Intelligence

Chicago Capital, LLC Γ— INTU AI Analytics

πŸ“ˆ Chicago Capital, LLC outperformed the S&P 500 by +5.0% annually on this INTU position. Timing score: 71% (20/28 decisions correct). Average cost basis: $411.87. Maximum drawdown during holding period: –39.9%.

πŸ“ˆ Position Alpha vs SPY
+5.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.0% per year on this position.
30 quarters analyzed

⏱️ Timing Score
71%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
20 of 28 add/trim decisions correct

πŸ’° Entry Quality
$411.87
+60.5% vs current ($661.20)

Best entry: $193.82 (2018 Q2)  Β·  Worst: $783.69 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–39.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
77%
buy-side decisions

23 adds Β· 7 trims. Bought during 5 of 9 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 2.34% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    INTU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 143,275 -8,288 -5.5% 2.34% $94.9M $661.20
2025 Q3 REDUCED 151,563 -11 -0.0% 2.55% $103.5M $680.41
2025 Q2 ADDED 151,574 +5,738 +3.9% 2.95% $119.4M $783.69
2025 Q1 ADDED 145,836 +196 +0.1% 2.53% $89.5M $609.85
2024 Q4 ADDED 145,640 +3,011 +2.1% 2.43% $91.5M $623.23
2024 Q3 ADDED 142,629 +1,030 +0.7% 2.46% $88.6M $614.76
2024 Q2 ADDED 141,599 +1,608 +1.1% 2.77% $93.1M $649.71
2024 Q1 ADDED 139,991 +561 +0.4% 2.77% $91.0M $641.68
2023 Q4 ADDED 139,430 +3,315 +2.4% 3.14% $87.1M $616.10
2023 Q3 REDUCED 136,115 -35 -0.0% 3.25% $69.5M $502.77
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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