
What smart money is saying about Intuit
6 funds in our archive have pitched Intuit — most recently Eagle Capital Management in March 2026.
Intuit Inc. delivers a comprehensive array of financial management and regulatory compliance solutions, serving individual consumers, small businesses, independent contractors, and accounting professionals across the United States, Canada, and various international markets. The company's operations are structured into four primary divisions: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & Self-Employed segment offers the popular QuickBooks ecosystem, which includes cloud-based solutions like QuickBooks Online Advanced, Self-Employed, Commerce (for product-based businesses), and Online Accountant, as well as hosted and desktop software such as QuickBooks Enterprise and Accountant Desktop Plus. This segment also provides full-service payroll solutions, encompassing automated processing, direct deposit, detailed reporting, and electronic submission of federal and state tax forms. Additionally, it facilitates payment processing via credit/debit cards, Apple Pay, and ACH services, supplies the QuickBooks Cash business bank account, and provides financial supplies and funding opportunities tailored for smaller enterprises. The Consumer division caters to individual users by offering TurboTax products and services for income tax preparation, alongside other personal financial management tools. Credit Karma operates as a personal finance platform, providing users with customized recommendations for a range of financial products, including mortgages, auto loans, personal loans, credit cards, and insurance policies. The ProConnect segment focuses on professional tax preparation, developing and distributing desktop software like Lacerte, ProSeries, and ProFile, in addition to its cloud-based ProConnect Tax Online offerings, electronic filing services, and related banking products. Intuit distributes its products and services through a variety of channels, including integrated online and offline purchasing experiences, dedicated company websites, customer support call centers, mobile application marketplaces, and traditional retail avenues. The company, established in 1983, is headquartered in Mountain View, California.
Fund coverage · 6 theses
- Eagle Capital ManagementMarch 2026
Intuit is a highly entrenched software company with QuickBooks as a functional monopoly and AI-enabled growth potential.
Read the full thesis - Brown Advisory Large‑Cap Sustainable GrowthMarch 2026
Intuit is a leading tax and accounting software company whose trusted brand, wide moat, and history of integrating new technology support the view that it can win in AI.
Read the full thesis - Brown Advisory Global LeadersMarch 2026
Intuit Inc. is described as the largest U.S. consumer tax software provider and SMB accounting leader, but the position was exited because AI substitution risk was judged to be rising.
Read the full thesis - WS Lindsell Train North American Equity FundJanuary 2026
Intuit Inc. is a dominant accounting and tax software provider with trusted brands, data and AI advantages, and clear growth opportunities in assisted tax and the mid-market that support accelerating long-term revenue growth.
Read the full thesis - Polen Focus GrowthSeptember 2025
Intuit is well-positioned for growth in the small business accounting market due to its dominant market share, innovative features, and the integration of Gen AI agents, leading to projected mid-teens revenue and high-teens earnings growth.
Read the full thesis - Liontrust GF Global Technology FundMarch 2025
Intuit is leveraging AI advancements and strong growth in its Consumer Group to enhance efficiency and customer offerings, leading to significant revenue and EPS increases while positioning itself for future success in the AI-defined software era.
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