Fernbridge Capital Management’s Intuit INTU Stock Holding History

Fernbridge Capital Management’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
2026 Q1	$216M	Buy	499,127 +404,806	+429%	+$193M	13.83%	2
2025 Q4	$62.5M	Buy	94,321 +15,725	+20%	+$10.4M	3.07%	9
2025 Q3	$53.7M	Sell	78,596 -52,947	-40%	-$38.2M	2.62%	10
2025 Q2	$104M	Sell	131,543 -440,917	-77%	-$298M	4.93%	5
2025 Q1	$351M	Buy	572,460 +125,297	+28%	+$75.2M	19.49%	1
2024 Q4	$281M	Buy	447,163 +316,261	+242%	+$202M	14.73%	1
2024 Q3	$81.3M	Buy	130,902 +12,822	+11%	+$8.18M	4.99%	6
2024 Q2	$77.6M	Buy	118,080 +35,110	+42%	+$21.8M	5.16%	7
2024 Q1	$53.9M	Sell	82,970 -25,093	-23%	-$16M	4.14%	10
2023 Q4	$67.5M	Sell	108,063 -35,048	-24%	-$19.3M	5.72%	6
2023 Q3	$73.1M	Sell	143,111 -50,219	-26%	-$25.4M	7.06%	3
2023 Q2	$88.6M	Buy	193,330 +74,686	+63%	+$32.7M	8.77%	3
2023 Q1	$52.9M	Buy	118,644 +31,303	+36%	+$12.9M	5.96%	6
2022 Q4	$34M	Buy	87,341 +17,696	+25%	+$7.02M	4.89%	7
2022 Q3	$27M	Buy	+69,645	New	+$30.1M	3.7%	10

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fernbridge Capital Management's INTU Position: Q1 2026 in Review

Fernbridge Capital Management increased its Intuit (INTU) stake by 429% in Q1 2026, buying an estimated $193M and bringing the position to 499,127 shares worth $216M. The position accounts for 13.83% of the portfolio, ranked #2.

Fernbridge Capital Management first reported a position in INTU in Q3 2022 and has held it in 15 quarters since. The position peaked at $351M in Q1 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Fernbridge Capital Management held 499,127 shares of Intuit worth $216M as of Q1 2026.
Fernbridge Capital Management bought 404,806 Intuit shares in Q1 2026, an estimated $193M.
Intuit made up 13.83% of Fernbridge Capital Management's portfolio in Q1 2026, its #2 holding.
Fernbridge Capital Management first reported a position in Intuit in Q3 2022 and has held it in 15 quarters since.
Fernbridge Capital Management's Intuit position peaked at $351M in Q1 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fernbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.