Position in OTEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,594
+$327 QoQ
Shares Held
72
+26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 270 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $2,158,493 across 38 Software - Application names. OTEX ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
|
13,782 | $612,196 | |
| 2 | UBER |
Uber Technologies, Inc
|
4,889 | $352,790 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
694 | $260,472 | |
| 4 | DDOG |
Datadog, Inc.
|
893 | $232,501 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
1,592 | $195,895 | |
| 6 | NOW |
ServiceNow, Inc.
|
1,277 | $126,780 | |
| 7 | SHOP |
Shopify Inc.
|
589 | $67,252 | |
| 8 | SNOW |
Snowflake Inc.
|
234 | $59,553 |
All Filings in OTEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594 | 72 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,267 | 57 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||