FERNBRIDGE CAPITAL MANAGEMENT LP: INTUIT (INTU): Quarterly 13F Position History
As of Q1 2026, FERNBRIDGE CAPITAL MANAGEMENT LP reported 499,127 shares of INTUIT (INTU), worth $215.8M and representing 13.8% of its 13F equity book. Quarter-over-quarter share count change: + 404,806 (+429.2%) . The position first appeared in Q3 2022 and has been disclosed across 15 13F-HR filings in Pactolio's tracked window.
- 499,127Shares Held (Latest Filing)
- $215.8MReported Market Value (Latest Filing)
- 13.8%Portfolio Weight (% of 13F Equity Book)
- +404,806Quarter-over-Quarter Share Change
- +$153.3MQuarter-over-Quarter Value Change
- 572,460Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 15 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 499,127 | +404,806 | +429.2% | $215.8M | 13.8% | $432.4 |
| Q4 2025 | 94,321 | +15,725 | +20.0% | $62.5M | 3.1% | $662.4 |
| Q3 2025 | 78,596 | 52,947 | -40.3% | $53.7M | 2.6% | $682.9 |
| Q2 2025 | 131,543 | 440,917 | -77.0% | $103.6M | 4.9% | $787.6 |
| Q1 2025 | 572,460 | +125,297 | +28.0% | $351.5M | 19.5% | $614.0 |
| Q4 2024 | 447,163 | +316,261 | +241.6% | $281.0M | 14.7% | $628.5 |
| Q3 2024 | 130,902 | +12,822 | +10.9% | $81.3M | 5.0% | $621.0 |
| Q2 2024 | 118,080 | +35,110 | +42.3% | $77.6M | 5.2% | $657.2 |
| Q1 2024 | 82,970 | 25,093 | -23.2% | $53.9M | 4.1% | $650.0 |
| Q4 2023 | 108,063 | 35,048 | -24.5% | $67.5M | 5.7% | $625.0 |
| Q3 2023 | 143,111 | 50,219 | -26.0% | $73.1M | 7.1% | $510.9 |
| Q2 2023 | 193,330 | +74,686 | +62.9% | $88.6M | 8.8% | $458.2 |
| Q1 2023 | 118,644 | +31,303 | +35.8% | $52.9M | 6.0% | $445.8 |
| Q4 2022 | 87,341 | +17,696 | +25.4% | $34.0M | 4.9% | $389.2 |
| Q3 2022 | 69,645 | — | — | $27.0M | 3.7% | $387.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did FERNBRIDGE CAPITAL MANAGEMENT LP first disclose a INTU position in 13F-HR filings?
FERNBRIDGE CAPITAL MANAGEMENT LP first reported INTUIT (INTU) on its 13F-HR filing for the period ending 2022-09-30 (Q3 2022). The position has appeared on 15 reported quarters within Pactolio's tracked window.
What was FERNBRIDGE CAPITAL MANAGEMENT LP's most recent quarter-over-quarter share-count change in INTU?
Between Q4 2025 and Q1 2026, FERNBRIDGE CAPITAL MANAGEMENT LP added 404,806 shares of INTU (+429.2%), bringing the total reported position to 499,127 shares at a market value of $215.8M.
Does the implied price-per-share represent FERNBRIDGE CAPITAL MANAGEMENT LP's cost basis in INTU?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.