Number of Shares
41,102.00
Current Holdings Value*
$32.37 Mil
% of Portfolio
3.81%
Total Estimate Gain
$30.96 Mil
% of Total Estimate Gain
57.00%

TRAN CAPITAL MANAGEMENT, L.P.'s Intuit Inc Holding Summary

As of 2025-06-30, TRAN CAPITAL MANAGEMENT, L.P. held 41,102.00 shares of Intuit Inc(INTU), totaling $32.37 Mil. This investment constitutes 3.81% of their stock portfolio, and TRAN CAPITAL MANAGEMENT, L.P. now holds 0.01% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2020Q3. And since then TRAN CAPITAL MANAGEMENT, L.P. has made 6 purchases of INTU, at an average price of $372.61, for a total of 145,756.00 shares. In addition, there have been 12 sales at an average price of $507.96 for 104,654.00 shares. Based on historical transaction data and INTU's current price of $781.21, TRAN CAPITAL MANAGEMENT, L.P.'s estimated gain on his INTU holdings is $30.96 Mil, reflecting a 57.00% gain to date.

TRAN CAPITAL MANAGEMENT, L.P. INTU ($781.21) Holding Chart

TRAN CAPITAL MANAGEMENT, L.P. INTU ($781.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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