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INTU Intuit

Information Technology, filed as INTUIT (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 9

  • #164
  • Master 0.03%
  • 1 exit

In 2026 Q3 David Katz sold out of Intuit.

Who owns INTU

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors exited 2026 Q3 Last 2026 Q2 0.23% Exit −0.23% 10,770 $2.8M History

0 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by INTU's executives, directors and 10% owners in the last 12 months, from their Form 4s

All INTU insider trades
  • $542K bought by 1 insider
  • $1.1M sold by 2 insiders outside a trading plan
  • $357M sold by 4 insiders under 10b5-1 plans
  1. Richard L Dalzell Director
    Planned sale
    $93K 285 shares at $325.36 2.4% of stake
    Traded Sep 8 Filed Sep 9
    ↗
  2. Lauren D Hotz SVP, Chief Accounting Officer
    Sale
    $314K 907 shares at $346.54 36% of stake
    Traded Aug 27 Filed Aug 28
    ↗
  3. Richard L Dalzell Director
    Planned sale
    $74K 284 shares at $262.32 2.4% of stake
    Traded Jun 23 Filed Jun 24
    ↗
  4. Richard L Dalzell Director
    Planned sale
    $80K 284 shares at $282.20 2.3% of stake
    Traded Jun 16 Filed Jun 17
    ↗
  5. Richard L Dalzell Director
    Planned sale
    $289K 1,004 shares at $288.29 7.5% of stake
    Traded Jun 9–11 Filed Jun 11
    ↗
  6. Vasant M Prabhu Director
    Buy
    $542K 1,750 shares at $309.52 New stake
    Traded May 22–26 Filed May 26
    ↗
  7. Richard L Dalzell Director
    Planned sale
    $457K 999 shares at $457.50 7% of stake
    Traded Mar 10–12 Filed Mar 12
    ↗
  8. Sasan K Goodarzi CEO
    Planned sale
    $26.7M 41,000 shares at $650.10 75% of stake
    Traded Jan 7 Filed Jan 8
    ↗
  9. Sandeep Aujla CFO
    Planned sale
    $840K 1,335 shares at $629.46 71% of stake
    Traded Jan 5 Filed Jan 6
    ↗
  10. Scott D Cook Director
    Planned sale
    $937K 1,402 shares at $668.02 <0.1% of stake
    Traded Dec 31, 2025 Filed Jan 2
    ↗
  11. Scott D Cook Director
    Planned sale
    $50.4M 75,000 shares at $671.56 1.3% of stake
    Traded Dec 30, 2025 Filed Dec 31, 2025
    ↗
  12. Scott D Cook Director
    Planned sale
    $50.5M 75,000 shares at $673.43 1.3% of stake
    Traded Dec 29, 2025 Filed Dec 30, 2025
    ↗
  13. Sandeep Aujla CFO
    Sale
    $741K 1,098 shares at $675.00 85% of stake
    Traded Dec 19, 2025 Filed Dec 19, 2025
    ↗
  14. Richard L Dalzell Director
    Planned sale
    $220K 333 shares at $659.95 2.4% of stake
    Traded Dec 11, 2025 Filed Dec 12, 2025
    ↗
  15. Richard L Dalzell Director
    Planned sale
    $435K 666 shares at $653.69 4.6% of stake
    Traded Dec 9–10 Filed Dec 10, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 147 option exercises, 39 share withholdings for taxes, and 1 gift.

Congress

15 members of Congress traded INTU in the last three years: 16 buys and 28 sales. 13 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Sep 18 filed Oct 12
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 18 filed Sep 10
  3. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  4. Dan Newhouse R-WA-4Spouse Sell $1K–$15K Jul 10 filed Jul 17
  5. Rick W. Allen R-GA-12Spouse Sell $15K–$50K Jun 10 filed Jul 15
  6. Rick W. Allen R-GA-12Spouse Sell $15K–$50K Apr 16 filed Jun 5

SEC filings

Recent issuer filings from EDGAR, 2 shown.

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 7 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $14.37B $16.28B $18.83B $21.45B
Net income $2.38B $2.96B $3.87B $4.57B
Net margin * 16.6% 18.2% 20.5% 21.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $5.56B $9.68B $14.11B $15.31B
Total non-current assets * $22.22B $22.45B $22.85B $21.48B
Total assets $27.78B $32.13B $36.96B $36.79B
Total current liabilities $3.79B $7.49B $10.37B $10.16B
Total non-current liabilities * $6.72B $6.2B $6.88B $7.63B
Total equity $17.27B $18.44B $19.71B $18.99B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $5.05B $4.88B $6.21B $8.84B
Cash from investing -$0.922B -$0.227B -$2.32B -$1.41B
Cash from financing -$4.27B -$0.397B -$1.51B -$7.69B
Net change in cash -$0.145B $4.25B $2.38B -$0.265B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.