Position in OTEX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$620
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 270 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $2,564,635 across 19 Software - Application names. OTEX ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
5,262 | $1,373,382 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,127 | $369,964 | |
| 3 | CRM |
Salesforce, Inc.
|
1,918 | $300,473 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,015 | $227,309 | |
| 5 | NICE |
NICE Ltd.
|
1,295 | $117,650 | |
| 6 | DOCU |
Docusign, Inc.
|
1,615 | $71,738 | |
| 7 | ROP |
Roper Technologies Inc
|
106 | $35,869 | |
| 8 | NOW |
ServiceNow, Inc.
|
153 | $15,189 |
All Filings in OTEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620 | 28 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||