Position in INTU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$745,938
-$9,160,752 QoQ
Shares Held
2,858
-87.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#921
of 1,740 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Calamos Wealth Management LLC holds $52,621,640 across 9 Software - Application names. INTU ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
79,986 | $20,825,154 | |
| 2 | SNOW |
Snowflake Inc.
|
47,402 | $12,063,809 | |
| 3 | UBER |
Uber Technologies, Inc
|
138,551 | $9,997,840 | |
| 4 | NOW |
ServiceNow, Inc.
|
45,462 | $4,513,467 | |
| 5 | ADP |
Automatic Data Processing Inc
|
10,640 | $2,382,828 | |
| 6 | SHOP |
Shopify Inc.
|
8,295 | $947,123 | |
| 7 | CRM |
Salesforce, Inc.
|
5,333 | $835,467 | |
| 8 | INTU |
Intuit Inc.
This page
|
2,858 | $745,938 |
All Filings in INTU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,938 | 2,858 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,906,690 | 22,912 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,678,818 | 23,669 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,457,793 | 3,599 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,866,185 | 3,639 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $944,316 | 1,538 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $894,355 | 1,423 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $920,322 | 1,482 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $980,557 | 1,492 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $13,069,550 | 20,107 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,375,594 | 19,800 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $10,247,412 | 20,056 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,960,364 | 15,191 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $8,901,441 | 19,966 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,331,052 | 16,266 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $517,846 | 1,337 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $545,012 | 1,414 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $732,319 | 1,523 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $872,849 | 1,357 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||