INTU — INTUIT

Ownership history in Valley Forge Capital Management, LP  ·  37 quarters on record

AI Ownership Summary

Valley Forge Capital Management, LP reported INTUIT (INTU) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.9% in 2023 Q4. The latest visible filing shows INTU at 3.32% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valley Forge Capital Management, LP'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 3.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.9% in 2023 Q4

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 Valley Forge Capital Management, LP fund profile Valley Forge Capital Management, LP full holdings
How Valley Forge Capital Management, LP held INTU — position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 221,236 -39,861 -15.3% 3.32% $146.6M 2026-02-14 (Est.) $399.40
2025 Q3 REDUCED 261,097 -2,215 -0.8% 4.29% $178.3M 2025-11-14 $661.19
2025 Q2 REDUCED 263,312 -34,048 -11.5% 4.58% $207.4M 2025-08-14 $708.04
2025 Q1 REDUCED 297,360 -104,921 -26.1% 4.16% $182.6M 2025-05-15 $658.00
2024 Q4 REDUCED 402,281 -42,600 -9.6% 5.57% $252.8M 2025-02-14 $583.42
2024 Q3 UNCHANGED 444,881 — 0% 6.14% $276.3M 2024-11-14 $694.88
2024 Q2 UNCHANGED 444,881 — 0% 7.56% $292.4M 2024-08-14 $630.34
2024 Q1 UNCHANGED 444,881 — 0% 7.89% $289.2M 2024-05-15 $647.65
2023 Q4 UNCHANGED 444,881 — 0% 7.90% $278.1M 2024-02-14 $648.72
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INTU

As of 2026 Q1 — sorted by position size

Marex Group plc 1.33% Adelphi Trust Co 0.67% Ridgewood Investments LLC 3Y 7Y 0.36% STABLEFORD CAPITAL II LLC 3Y 0.29% First Financial Bank - Trust Division 3Y 7Y 0.25% Old Port Advisors 3Y 7Y 0.19% GAMMA Investing LLC 0.14% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 0.12% Signature Wealth Management Group 3Y 7Y 0.12% PRIVATE CLIENT SERVICES, LLC 0.1%

FAQ About Valley Forge Capital Management, LP and INTU

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

How long has Valley Forge Capital Management, LP reported owning INTU?

Valley Forge Capital Management, LP reported INTU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INTU position in Valley Forge Capital Management, LP's portfolio?

The largest reported portfolio weight for INTU was 7.90% in 2023 Q4.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when Valley Forge Capital Management, LP reported 221,236 shares, equal to 3.32% of portfolio, with an estimated market value of $146.6M.

What does the chart on this INTU ownership page compare?

The chart compares Valley Forge Capital Management, LP'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.

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