Position in INTU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$27,607,014
-$29,739,113 QoQ
Shares Held
105,774
-20.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#207
of 1,749 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026Calamos Advisors LLC holds $320,229,953 across 21 Software - Application names. INTU ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
190,503 | $49,599,361 | |
| 2 | UBER |
Uber Technologies, Inc
|
626,689 | $45,221,878 | |
| 3 | CRM |
Salesforce, Inc.
|
261,570 | $40,977,556 | |
| 4 | INTU |
Intuit Inc.
This page
|
105,774 | $27,607,014 | |
| 5 | SNOW |
Snowflake Inc.
|
98,212 | $24,994,954 | |
| 6 | NOW |
ServiceNow, Inc.
|
216,325 | $21,476,746 | |
| 7 | ADP |
Automatic Data Processing Inc
|
94,077 | $21,068,544 | |
| 8 | DAVE |
Dave Inc./DE
|
46,156 | $17,197,263 |
All Filings in INTU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,607,014 | 105,774 | Shares | Sole | 2026-07-31 | |
| 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. | ||||||