Position in OTEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$824,179
+$149,218 QoQ
Shares Held
37,209
+22.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#144
of 270 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $18,973,956 across 6 Software - Application names. OTEX ranks #5 (4.3% of the industry book) .
All Filings in OTEX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,179 | 37,209 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $674,961 | 30,349 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $929,930 | 28,543 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,033,856 | 27,658 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $655,686 | 22,455 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||