SEC 13F Intelligence

Valley Forge Capital Management, LP / INTU

Valley Forge Capital Management, LP’s Intuit Position

Does Valley Forge Capital Management, LP own Intuit (INTU)? Yes — 189.1K shares worth $82M (+2.42% of its 13F portfolio) as of Q1 2026, down from 221.2K shares the prior filed quarter.

Position Value
$82M
Q1 2026
Shares
189.1K
% of Portfolio
+2.42%
Quarters Held
30
currently held

Position History INTU

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $25MQ2 ’19: $25MQ3 ’19: $25MQ4 ’19: $25MQ4 ’19Q1 ’20: $22MQ2 ’20: $34MQ3 ’20: $38MQ4 ’20: $44MQ4 ’20Q1 ’21: $82MQ2 ’21: $105MQ3 ’21: $116MQ4 ’21: $126MQ4 ’21Q1 ’22: $94MQ2 ’22: $76MQ3 ’22: $77MQ4 ’22: $77MQ4 ’22Q1 ’23: $198MQ2 ’23: $204MQ3 ’23: $227MQ4 ’23: $278MQ4 ’23Q1 ’24: $289MQ2 ’24: $292MQ3 ’24: $276MQ4 ’24: $253MQ4 ’24Q1 ’25: $183MQ2 ’25: $207MQ3 ’25: $178MQ4 ’25: $147MQ4 ’25Q1 ’26: $82Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026189.1K$82M+2.42%
Q4 2025221.2K$147M+3.32%
Q3 2025261.1K$178M+4.29%
Q2 2025263.3K$207M+4.58%
Q1 2025297.4K$183M+4.16%
Q4 2024402.3K$253M+5.57%
Q3 2024444.9K$276M+6.14%
Q2 2024444.9K$292M+7.56%
Q1 2024444.9K$289M+7.89%
Q4 2023444.9K$278M+7.90%
Q3 2023444.9K$227M+7.75%
Q2 2023444.9K$204M+6.91%
Q1 2023444.9K$198M+7.51%
Q4 2022198.1K$77M+3.13%
Q3 2022198.1K$77M+3.64%
Q2 2022196.1K$76M+3.38%
Q1 2022196.1K$94M+3.59%
Q4 2021196.1K$126M+4.77%
Q3 2021215.2K$116M+4.61%
Q2 2021215.2K$105M+4.10%
Q1 2021215.2K$82M+3.90%
Q4 2020115.7K$44M+4.08%
Q3 2020115.7K$38M+4.10%
Q2 2020115.7K$34M+4.17%
Q1 202094.6K$22M+4.61%
Q4 201994.6K$25M+4.82%
Q3 201994.6K$25M+5.62%
Q2 201994.6K$25M+5.86%
Q1 201994.6K$25M+6.55%
Q4 201880.6K$16M+6.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valley Forge Capital Management, LP’s full portfolio or all institutional holders of INTU.