CIP
INTU icon

Convergence Investment Partners’s Intuit INTU Stock Holding History

Convergence Investment Partners’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-301
Closed -$206K – 276
2025
Q3 		$206K Hold
301
– – 0.05% 248
2025
Q2 		$237K Buy
+301
New +$204K 0.06% 222
2025
Q1 		– Sell
-409
Closed -$257K – 278
2024
Q4 		$257K Sell
409
-3
-0.7% -$1.92K 0.06% 222
2024
Q3 		$256K Sell
412
-10
-2% -$6.38K 0.07% 214
2024
Q2 		$277K Sell
422
-8
-2% -$4.96K 0.08% 216
2024
Q1 		$280K Sell
430
-1
-0.2% -$638 0.11% 204
2023
Q4 		$269K Sell
431
-1
-0.2% -$552 0.14% 148
2023
Q3 		$221K Buy
+432
New +$219K 0.13% 142
2022
Q2 		– Sell
-470
Closed -$226K – 231
2022
Q1 		$226K Sell
470
-121
-20% -$62K 0.12% 169
2021
Q4 		$380K Buy
591
+85
+17% +$52.5K 0.19% 121
2021
Q3 		$273K Buy
506
+56
+12% +$30.2K 0.15% 151
2021
Q2 		$221K Sell
450
-133
-23% -$57.7K 0.1% 199
2021
Q1 		$223K Sell
583
-744
-56% -$286K 0.1% 188
2020
Q4 		$504K Buy
+1,327
New +$466K 0.25% 97
2019
Q3 		– Sell
-8,700
Closed -$2.27M – 328
2019
Q2 		$2.27M Buy
+8,700
New +$2.21M 0.55% 51
2019
Q1 		– Sell
-4,401
Closed -$866K – 342
2018
Q4 		$866K Sell
4,401
-3,847
-47% -$800K 0.2% 153
2018
Q3 		$1.88M Sell
8,248
-11,706
-59% -$2.51M 0.38% 95
2018
Q2 		$4.08M Buy
19,954
+19,544
+4,767% +$3.75M 0.57% 56
2018
Q1 		$71K Buy
+410
New +$69K 0.01% 390

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Convergence Investment Partners's INTU Position: Q4 2025 in Review

Convergence Investment Partners sold out of Intuit (INTU) in Q4 2025, closing a stake of 301 shares — an estimated $206K sold.

Convergence Investment Partners first reported a position in INTU in Q1 2018 and held it in 19 quarters. The position peaked at $4.08M in Q2 2018. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Convergence Investment Partners reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 301 Intuit shares in Q4 2025, an estimated $206K.
  • Convergence Investment Partners first reported a position in Intuit in Q1 2018 and held it in 19 quarters.
  • Convergence Investment Partners's Intuit position peaked at $4.08M in Q2 2018.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Convergence Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.