Position in OTEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,097,997
-$10,066 QoQ
Shares Held
49,571
-0.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#133
of 270 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $69,336,882 across 62 Software - Application names. OTEX ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
45,414 | $11,823,989 | |
| 2 | CRM |
Salesforce, Inc.
|
67,405 | $10,559,667 | |
| 3 | ADP |
Automatic Data Processing Inc
|
34,036 | $7,622,362 | |
| 4 | SAP |
Sap SE
|
47,934 | $7,387,108 | |
| 5 | UBER |
Uber Technologies, Inc
|
94,196 | $6,797,183 | |
| 6 | NOW |
ServiceNow, Inc.
|
49,918 | $4,955,859 | |
| 7 | SHOP |
Shopify Inc.
|
26,839 | $3,064,477 | |
| 8 | INTU |
Intuit Inc.
|
8,762 | $2,286,882 |
All Filings in OTEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,997 | 49,571 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,108,063 | 49,823 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,276,582 | 39,183 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,434,980 | 38,389 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,080,254 | 36,995 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $868,565 | 34,385 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $969,053 | 34,218 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,141,304 | 34,294 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||