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%) .
- 189,072Shares Held (Latest Filing)
- $81.8MReported Market Value (Latest Filing)
- 2.42%Portfolio Weight (% of 13F Equity Book)
- 32,164Quarter-over-Quarter Share Change
- -$64.8MQuarter-over-Quarter Value Change
- 444,881Peak Reported Shares (Historical)
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.