ThornTree Capital Partners LP: INTUIT (INTU): Quarterly 13F Position History
As of Q1 2026, ThornTree Capital Partners LP reported 131,173 shares of INTUIT (INTU), worth $56.7M and representing 10.1% of its 13F equity book. Quarter-over-quarter share count change: + 41,871 (+46.9%) . The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 131,173Shares Held (Latest Filing)
- $56.7MReported Market Value (Latest Filing)
- 10.1%Portfolio Weight (% of 13F Equity Book)
- +41,871Quarter-over-Quarter Share Change
- -$2.4MQuarter-over-Quarter Value Change
- 131,173Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 131,173 | +41,871 | +46.9% | $56.7M | 10.1% | $432.4 |
| Q4 2025 | 89,302 | +11,192 | +14.3% | $59.2M | 9.9% | $662.4 |
| Q3 2025 | 78,110 | +29,021 | +59.1% | $53.3M | 8.2% | $682.9 |
| Q2 2025 | 49,089 | 7,454 | -13.2% | $38.7M | 6.4% | $787.6 |
| Q1 2025 | 56,543 | +56,543 | — | $34.7M | 7.7% | $614.0 |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 43,937 | -100.0% | $0 | 0.0% | — |
| Q2 2024 | 43,937 | 4,803 | -9.9% | $28.9M | 4.9% | $657.2 |
| Q1 2024 | 48,740 | 12,203 | -20.0% | $31.7M | 5.3% | $650.0 |
| Q4 2023 | 60,943 | +7,422 | +13.9% | $38.1M | 7.7% | $625.0 |
| Q3 2023 | 53,521 | 0 | — | $27.3M | 7.2% | $510.9 |
| Q2 2023 | 53,521 | +12,605 | +30.8% | $24.5M | 5.8% | $458.2 |
| Q1 2023 | 40,916 | +15,440 | +60.6% | $18.2M | 4.5% | $445.8 |
| Q4 2022 | 25,476 | — | — | $9.9M | 3.3% | $389.2 |
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 ThornTree Capital Partners LP first disclose a INTU position in 13F-HR filings?
ThornTree Capital Partners LP first reported INTUIT (INTU) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was ThornTree Capital Partners LP's most recent quarter-over-quarter share-count change in INTU?
Between Q4 2025 and Q1 2026, ThornTree Capital Partners LP added 41,871 shares of INTU (+46.9%), bringing the total reported position to 131,173 shares at a market value of $56.7M.
Does the implied price-per-share represent ThornTree Capital Partners 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.