INTU
Up more than its software peers
- INTU +6.31% on the last session vs SPY −0.29%: +6.6 pts of stock-specific move.
- More than its group: its software peers +1.0% (+1.3 pts vs SPY).
- Aftermath, big gain (+6.3% today so far, past its big-gain line of +2.7%): After its 56 big gains in the past 5 years, INTU was higher a week later 32 times out of 56; half the outcomes fell between -4.7% and +3.4%. History, not a forecast.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 2.2× its 20-day average.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 18, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Oct 12 |
| Aug 18, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 10 |
| Jul 10, 2026 | Dan Newhouse | House | Sell | $1K–$15K | Jul 17 |
| Jun 10, 2026 | Richard W. Allen | House | Sell | $15K–$50K | Jul 15 |
| May 22, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Jun 3 |
| Apr 16, 2026 | Richard W. Allen | House | Sell | $15K–$50K | Jun 5 |
| Apr 14, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | May 8 |
| Apr 2, 2026 | Byron Donalds | House | Sell | $1K–$15K | May 13 |
| Apr 2, 2026 | Byron Donalds | House | Sell | $1K–$15K | May 13 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Feb 25, 2026 | Markwayne Mullin | Senate | Sell | $15K–$50K | Mar 10 |
| Feb 20, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Mar 16 |
| Feb 19, 2026 | Richard W. Allen | House | Sell | $1K–$15K | Mar 11 |
| Feb 18, 2026 | Richard W. Allen | House | Sell | $15K–$50K | Mar 11 |
| Feb 2, 2026 | Julia Letlow | House | Sell | $1K–$15K | Mar 12 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $15K–$50K | Jan 16 |
| Oct 1, 2025 | Julia Letlow | House | Buy | $1K–$15K | Jan 13 |
| Sep 24, 2025 | Markwayne Mullin | Senate | Buy | $15K–$50K | Oct 1 |
| Sep 11, 2025 | Lisa McClain | House | Sell | $1K–$15K | Oct 22 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Fundsmith (Terry Smith) | Sold out | 13F, Q1 2026 | 625,619 | $414.4M | May 15 | |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q4 2025 | 264,136 | $180.4M | Feb 17 | |
| Feb 17, 2026 | Coatue (Philippe Laffont) | Sold out | 13F, Q4 2025 | 839,460 | $573.3M | Feb 17 | |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q4 2025 | 67,632 | $44.8M | 0.1% | Feb 13 |
| Nov 14, 2025 | Fundsmith (Terry Smith) | Added | 13F, Q3 2025 | 235,916 | $161.1M | 2.1% | Nov 14 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q3 2025 | 264,136 | $180.4M | 0.5% | Nov 14 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q3 2025 | 38,609 | $26.4M | 0.3% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves