Dev Kantesaria's INTU Position Overview
Dev Kantesaria (via Valley Forge Capital Management, Lp) currently holds 221,236 shares of Intuit Inc. (INTU) worth $146.55 M, representing 3.32% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 37 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 246,810 shares. Largest reduction occurred in Q1 2025, reducing 104,921 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -39,861 | Reduce 15.27% | 221,236 | $662.42 |
| Q3 2025 | -2,215 | Reduce 0.84% | 261,097 | $682.91 |
| Q2 2025 | -34,048 | Reduce 11.45% | 263,312 | $787.63 |
| Q1 2025 | -104,921 | Reduce 26.08% | 297,360 | $613.99 |
| Q4 2024 | -42,600 | Reduce 9.58% | 402,281 | $628.50 |
| Q1 2023 | +246,810 | Add 124.61% | 444,881 | $445.83 |
| Q3 2022 | +2,000 | Add 1.02% | 198,071 | $387.32 |
| Q4 2021 | -19,150 | Reduce 8.90% | 196,071 | $643.22 |
| Q1 2021 | +99,480 | Add 85.95% | 215,221 | $383.06 |
| Q2 2020 | +21,100 | Add 22.29% | 115,741 | $296.19 |
| Q1 2019 | +14,000 | Add 17.36% | 94,641 | $261.41 |
| Q4 2018 | +22,141 | Add 37.85% | 80,641 | $196.85 |
| Q4 2016 | +58,501 | Add 0.00% | 58,500 | $114.62 |
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 37 quarters since Q4 2016.
Dev Kantesaria's largest addition to Intuit Inc. (INTU) was in Q1 2023, adding 444,881 shares worth $198.34 M.
According to the latest 13F filing for Q4 2025, Dev Kantesaria's firm, Valley Forge Capital Management, Lp, owns 221,236 shares of Intuit Inc. (INTU), valued at approximately $146.55 M.
As of the Q4 2025 filing, Intuit Inc. (INTU) represents approximately 3.32% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings.
Dev Kantesaria's peak holding in Intuit Inc. (INTU) was 444,881 shares, as reported at the end of Q1 2023.