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TRAN CAPITAL MANAGEMENT, L.P.: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAN CAPITAL MANAGEMENT, L.P. on INTU, newest first. How the timeline and the estimate are built.

TRAN CAPITAL MANAGEMENT, L.P. held 0 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -44,601 shares

    13F-HR 0001104659-26-083830 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 44,601 shares
    Change vs previous 13F +6,625 shares

    2.65% of the 13F portfolio, value $19,284,581.

    13F-HR 0001104659-26-043004 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,976 shares
    Change vs previous 13F -5 shares

    3.01% of the 13F portfolio, value $25,156,062.

    13F-HR 0001104659-26-004950 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,981 shares
    Change vs previous 13F -3,121 shares

    3.1% of the 13F portfolio, value $25,937,605.

    13F-HR 0001104659-25-101729 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,102 shares
    Change vs previous 13F -346 shares

    3.81% of the 13F portfolio, value $32,373,168.

    13F-HR 0001104659-25-067664 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,448 shares
    Change vs previous 13F -4,195 shares

    3.42% of the 13F portfolio, value $25,448,657.

    13F-HR 0001104659-25-035177 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,643 shares
    Change vs previous 13F -2,585 shares

    3.25% of the 13F portfolio, value $28,686,626.

    13F-HR 0001104659-25-004834 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,228 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $29,949,588.

    13F-HR 0001104659-24-108427 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).