Fernbridge Capital Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$108M Sell
415,261
-83,866
-17% -$29.2M 7.93% 5
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

Fernbridge Capital Management's INTU Position: Q2 2026 in Review

Fernbridge Capital Management reduced its Intuit (INTU) stake by 17% in Q2 2026, selling an estimated $29.2M and leaving 415,261 shares worth $108M. The position accounts for 7.93% of the portfolio, ranked #5.

Fernbridge Capital Management first reported a position in INTU in Q3 2022 and has held it in 16 quarters since. The position peaked at $351M in Q1 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Fernbridge Capital Management held 415,261 shares of Intuit worth $108M as of Q2 2026.
  • Fernbridge Capital Management sold 83,866 Intuit shares in Q2 2026, an estimated $29.2M.
  • Intuit made up 7.93% of Fernbridge Capital Management's portfolio in Q2 2026, its #5 holding.
  • Fernbridge Capital Management first reported a position in Intuit in Q3 2022 and has held it in 16 quarters since.
  • Fernbridge Capital Management's Intuit position peaked at $351M in Q1 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fernbridge Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.