Ownership history in Numeric Investors LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Numeric Investors 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.
π Numeric Investors LLC outperformed the S&P 500 by +16.0% annually on this INTU position. Timing score: 40% (8/20 decisions correct). Average cost basis: $76.21. Maximum drawdown during holding period: β14.8%.
π₯ Exceptional β beat the S&P 500 by 16.0% per year on this position.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 20 add/trim decisions correct
Best entry: $26.67 (2006 Q2) Β· Worst: $148.98 (2017 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 10 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
π Numeric Investors LLC has been actively increasing its INTU allocation β a bullish signal from insiders.
Currently 1.26% of portfolio
β 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.
As of 2025 Q4 β sorted by position size