Position in OTEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$316,434
+$3,095 QoQ
Shares Held
14,286
+1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 270 holders
Holding Since
Mar 2020
24 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, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. OTEX ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in OTEX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,434 | 14,286 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $313,339 | 14,089 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $125,693 | 3,858 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $172,807 | 4,623 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $22,542 | 772 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,777 | 585 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $28,631 | 1,011 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,506 | 496 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $25,624 | 853 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $25,472 | 656 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $27,565 | 656 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $30,537 | 870 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $19,860 | 478 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,578 | 456 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $26 | 744 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,830 | 750 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $28,380 | 750 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,384 | 127 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $382 | 9 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $314 | 9 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||