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Valley Forge Capital Management, LP: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Forge Capital Management, LP on INTU, newest first. How the timeline and the estimate are built.

Valley Forge Capital Management, LP held 189,072 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,072 shares
    Change vs previous 13F 0 shares

    1.58% of the 13F portfolio, value $49,347,792.

    13F-HR 0001697868-26-000005 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 189,072 shares
    Change vs previous 13F -32,164 shares

    2.42% of the 13F portfolio, value $81,750,951.

    13F-HR 0001697868-26-000003 filed by Valley Forge Capital Management, LP
    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 221,236 shares
    Change vs previous 13F -39,861 shares

    3.32% of the 13F portfolio, value $146,551,151.

    13F-HR 0001697868-26-000001 filed by Valley Forge Capital Management, LP
    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 261,097 shares
    Change vs previous 13F -2,215 shares

    4.29% of the 13F portfolio, value $178,305,752.

    13F-HR 0001697868-25-000006 filed by Valley Forge Capital Management, LP
    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 263,312 shares
    Change vs previous 13F -34,048 shares

    4.58% of the 13F portfolio, value $207,392,431.

    13F-HR 0001697868-25-000005 filed by Valley Forge Capital Management, LP
    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 297,360 shares
    Change vs previous 13F -104,921 shares

    4.16% of the 13F portfolio, value $182,576,066.

    13F-HR 0001697868-25-000004 filed by Valley Forge Capital Management, LP
    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 402,281 shares
    Change vs previous 13F -42,600 shares

    5.57% of the 13F portfolio, value $252,833,609.

    13F-HR 0001697868-25-000001 filed by Valley Forge Capital Management, LP
    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 444,881 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $276,271,101.

    13F-HR 0001697868-24-000008 filed by Valley Forge Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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