LongINTUJul 2026
Intuit Inc.
FPA bought Intuit during the quarter while seeking opportunities in businesses with more supportable long-term valuation math than the most expensive market leaders. The fund…
INTU
Which hedge funds are long INTU?
4 published ideas on Intuit Inc. across 4 funds — 4 long and 0 short.
Intuit hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Intuit: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongINTUJun 2026
Intuit Inc.
Intuit's QuickBooks franchise dominates U.S. bookkeeping software for small and midsize businesses. Brand strength, scale and the accountant distribution network create…
LongINTUJun 2026
Intuit
Intuit remains a leading software provider in tax preparation, personal finance and small-business management, but the fund has become more selective because of AI-related…
LongINTUJun 2026
Intuit
Intuit remains a leading provider of tax, personal-finance and small-business software, but the investment case is being tested by AI concerns and softness in DIY tax…