Position in INTU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$57,346,127
-$29,224,217 QoQ
Shares Held
132,629
+1.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Derivatives in INTU
reported options exposure · as of Mar 31, 2026CallValue
$7,782,840
CallShares
18,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Calamos Advisors LLC holds $392,564,098 across 28 Software - Application names. INTU ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
820,402 | $59,011,515 | |
| 2 | INTU |
Intuit Inc.
This page
|
132,629 | $57,346,127 | |
| 3 | CRM |
Salesforce, Inc.
|
270,364 | $50,468,847 | |
| 4 | DDOG |
Datadog, Inc.
|
287,464 | $33,935,125 | |
| 5 | CWAN |
Clearwater Analytics Holdings, Inc.
|
1,377,682 | $32,582,179 | |
| 6 | NOW |
ServiceNow, Inc.
|
304,355 | $31,820,315 | |
| 7 | SNOW |
Snowflake Inc.
|
147,285 | $22,213,523 | |
| 8 | ADP |
Automatic Data Processing Inc
|
106,505 | $21,639,685 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,346,127 | 132,629 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $7,782,840 | 18,000 | Call | Sole | 2026-05-04 | |
| 2025-12-31 | $86,570,344 | 130,688 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $78,825,569 | 115,426 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $87,215,057 | 110,731 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $51,561,038 | 83,977 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $47,555,452 | 75,665 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $47,042,613 | 75,753 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $50,743,841 | 77,211 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $62,377,900 | 95,966 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $64,814,985 | 103,699 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $53,452,499 | 104,616 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $51,283,832 | 111,927 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $56,788,933 | 127,378 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $43,828,507 | 112,606 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $29,468,080 | 76,082 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $29,316,566 | 76,060 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $30,756,449 | 63,964 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $35,571,352 | 55,302 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $31,788,468 | 58,921 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $26,265,269 | 53,584 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $15,857,534 | 41,397 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $15,238,822 | 40,118 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $13,653,519 | 41,855 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $13,484,938 | 45,528 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $11,141,430 | 48,441 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||