Position in INTU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,302,075
-$1,070,197 QoQ
Shares Held
28,452
+40.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2026CallValue
$51,885,600
CallShares
120,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $387,810,603 across 34 Software - Application names. INTU ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
2,135,617 | $253,326,888 | |
| 2 | DSGX |
Descartes Systems Group Inc
|
553,578 | $39,614,041 | |
| 3 | SNOW |
Snowflake Inc.
|
107,420 | $16,201,084 | |
| 4 | BRZE |
Braze, Inc.
|
600,172 | $14,170,060 | |
| 5 | INTU |
Intuit Inc.
This page
|
28,452 | $12,302,075 | |
| 6 | CWAN |
Clearwater Analytics Holdings, Inc.
|
423,900 | $10,025,235 | |
| 7 | KVYO |
Klaviyo, Inc.
|
401,068 | $7,804,783 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
108,594 | $6,891,375 |
All Filings in INTU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,302,075 | 28,452 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $51,885,600 | 120,000 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $13,372,272 | 20,187 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,361,840 | 23,959 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,825,309 | 31,519 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,824,129 | 29,030 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $1,138,293 | 1,833 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,753,709 | 4,190 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,376,250 | 14,425 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,002,932 | 14,404 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,788,859 | 13,287 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,693,697 | 14,609 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,302,242 | 20,865 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,655,272 | 17,099 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,564,566 | 11,785 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||