13F Portfolios

Valley Forge Capital Management, LP — INTUIT INTU: Quarterly 13F Position History

Valley Forge Capital Management, LP has reported INTUIT (INTU) on 38 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2016. As of Q1 2026, the position is sized at 189,072 shares ($81.8M market value, 2.42% of the equity book). Quarter-over-quarter share count change: 32,164 (-14.5%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 38 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 189,072 32,164 -14.5% $81.8M 2.42% $432.38
Q4 2025 221,236 39,861 -15.3% $146.6M 3.32% $662.42
Q3 2025 261,097 2,215 -0.8% $178.3M 4.29% $682.91
Q2 2025 263,312 34,048 -11.5% $207.4M 4.58% $787.63
Q1 2025 297,360 104,921 -26.1% $182.6M 4.16% $613.99
Q4 2024 402,281 42,600 -9.6% $252.8M 5.57% $628.50
Q3 2024 444,881 0 $276.3M 6.14% $621.00
Q2 2024 444,881 0 $292.4M 7.56% $657.21
Q1 2024 444,881 0 $289.2M 7.89% $650.00
Q4 2023 444,881 0 $278.1M 7.90% $625.03
Q3 2023 444,881 0 $227.3M 7.75% $510.94
Q2 2023 444,881 0 $203.8M 6.91% $458.19
Q1 2023 444,881 +246,810 +124.6% $198.3M 7.51% $445.83
Q4 2022 198,071 0 $77.1M 3.13% $389.22
Q3 2022 198,071 +2,000 +1.0% $76.7M 3.64% $387.32
Q2 2022 196,071 0 $75.6M 3.38% $385.44
Q1 2022 196,071 0 $94.3M 3.59% $480.84
Q4 2021 196,071 19,150 -8.9% $126.1M 4.77% $643.22
Q3 2021 215,221 0 $116.1M 4.61% $539.51
Q2 2021 215,221 0 $105.5M 4.10% $490.17
Q1 2021 215,221 +99,480 +86.0% $82.4M 3.90% $383.06
Q4 2020 115,741 0 $44.0M 4.08% $379.85
Q3 2020 115,741 0 $37.8M 4.10% $326.21
Q2 2020 115,741 +21,100 +22.3% $34.3M 4.17% $296.19
Q1 2020 94,641 0 $21.8M 4.61% $230.00
Q4 2019 94,641 0 $24.8M 4.82% $261.93
Q3 2019 94,641 0 $25.2M 5.62% $265.94
Q2 2019 94,641 0 $24.7M 5.86% $261.33
Q1 2019 94,641 +14,000 +17.4% $24.7M 6.55% $261.41
Q4 2018 80,641 +22,141 +37.8% $15.9M 6.01% $196.85
Q3 2018 58,500 0 $13.3M 4.43% $227.40
Q2 2018 58,500 0 $12.0M 4.65% $204.31
Q1 2018 58,500 0 $10.1M 4.75% $173.35
Q4 2017 58,500 0 $9.2M 4.87% $157.78
Q3 2017 58,500 0 $8.3M 5.27% $142.14
Q2 2017 58,500 0 $7.8M 5.52% $132.80
Q1 2017 58,500 0 $6.8M 5.28% $115.98
Q4 2016 58,500 $6.7M 6.12% $114.62

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 Valley Forge Capital Management, LP first disclose a INTU position in 13F-HR filings?

Valley Forge Capital Management, LP first reported INTUIT (INTU) on its 13F-HR filing for the period ending 2016-12-31 (Q4 2016). The position has appeared on 38 reported quarters within Pactolio's tracked window.

What was Valley Forge Capital Management, LP's most recent quarter-over-quarter share-count change in INTU?

Between Q4 2025 and Q1 2026, Valley Forge Capital Management, LP reduced its INTU position by 32,164 shares (-14.5%), leaving 189,072 shares at a market value of $81.8M.

Does the implied price-per-share represent Valley Forge 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.