Cwm LLC Reduces Intuit Inc. Stake by 21.5%

The institutional investor sold 7,816 shares of the financial software company in Q4 2025.

Apr. 18, 2026 at 8:13am

An extreme close-up of intricate, metallic banking machinery and equipment, conveying the complex, institutional nature of finance and investment without using any literal financial symbols or text.Cwm LLC's reduced stake in Intuit reflects the volatility surrounding the financial software company's stock in recent quarters.Mountain View Today

Cwm LLC, an institutional investor, lowered its position in Intuit Inc. (NASDAQ:INTU) by 21.5% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 28,620 shares of the software maker's stock, valued at $18,958,000 as of the end of the quarter.

Why it matters

Intuit's stock has seen significant volatility in recent quarters, with the share price declining from a high of $813.70 to a current level around $393. Institutional investors like Cwm LLC closely monitor and adjust their positions in the company as market conditions change.

The details

Cwm LLC sold 7,816 shares of Intuit during the fourth quarter, reducing its total holdings to 28,620 shares. The firm cited the software maker's recent stock price decline as the primary reason for trimming its position. Other hedge funds have also modified their Intuit holdings, with some increasing exposure and others, like Cwm LLC, decreasing their stakes.

  • Cwm LLC filed its Q4 2025 13F report with the SEC on April 18, 2026.
  • The firm lowered its Intuit position during the three-month period ending December 31, 2025.

The players

Cwm LLC

An institutional investment firm that manages a portfolio of securities, including shares of Intuit Inc.

Intuit Inc.

A financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products.

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The takeaway

Cwm LLC's reduction in its Intuit position reflects the broader market volatility surrounding the financial software company's stock. As institutional investors adjust their portfolios, Intuit's performance and outlook will continue to be closely watched by the investment community.