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CI Investments Inc. Increases Position in Intuit Inc.
The investment firm added over 5,600 shares of the financial software company in Q3 2025.
Mar. 4, 2026 at 10:40am
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CI Investments Inc. increased its stake in Intuit Inc. (NASDAQ:INTU) by 18% in the third quarter of 2025, adding 5,688 shares to bring its total position to 37,351 shares worth $25.5 million. The investment firm is one of many institutional investors and hedge funds that have modified their holdings in the software maker in recent quarters.
Why it matters
Intuit is a leading provider of financial management and tax preparation software, with popular products like QuickBooks, TurboTax, and Mint. Tracking changes in institutional ownership of the company's stock can provide insights into how Wall Street views its performance and growth prospects.
The details
According to a 13F filing, CI Investments Inc. lifted its position in Intuit shares by 18% in Q3 2025, purchasing an additional 5,688 shares. This increased the firm's total stake in the software maker to 37,351 shares valued at $25.5 million. The filing shows that a number of other institutional investors and hedge funds have also modified their Intuit holdings in recent quarters, reflecting ongoing interest in the company's financial software offerings.
- CI Investments Inc. increased its Intuit stake in the third quarter of 2025.
The players
CI Investments Inc.
An investment management firm that has increased its position in Intuit Inc.
Intuit Inc.
A financial software company that develops and sells cloud-based products for individuals, small businesses, and accounting professionals, including QuickBooks, TurboTax, and Mint.
The takeaway
The increase in CI Investments' Intuit stake reflects ongoing institutional interest in the financial software company, which continues to grow its product portfolio and customer base. Tracking changes in major shareholders' positions can provide insights into market sentiment around Intuit's performance and future prospects.
