Dev Kantesaria's INTU Position Overview
Dev Kantesaria (via Valley Forge Capital Management, LP) currently holds 261.1K shares of Intuit Inc. (INTU) worth $178.31 M, representing 4.29% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Dev Kantesaria has maintained a strategic position in INTU, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 246.8K shares. Largest reduction occurred in Q1 2025, reducing 104.9K shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's Intuit (INTU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Intuit (INTU) Trades by Dev Kantesaria
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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Dev Kantesaria's Intuit Investment FAQs
Dev Kantesaria first purchased Intuit Inc. (INTU) in Q4 2016, acquiring 58,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria has held Intuit Inc. (INTU) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria's largest addition to Intuit Inc. (INTU) was in Q1 2023, adding 444,881 shares worth $198.34 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Dev Kantesaria's firm, Valley Forge Capital Management, LP, owns 261,097 shares of Intuit Inc. (INTU), valued at approximately $178.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Intuit Inc. (INTU) represents approximately 4.29% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria's peak holding in Intuit Inc. (INTU) was 444,881 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.