Position in OTEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,704
-$36 QoQ
Shares Held
393
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 270 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $3,186,139 across 15 Software - Application names. OTEX ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
2,454 | $921,035 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,850 | $638,257 | |
| 3 | PAYX |
Paychex Inc
|
4,233 | $416,230 | |
| 4 | CRM |
Salesforce, Inc.
|
2,241 | $351,075 | |
| 5 | ADBE |
Adobe Inc.
|
1,115 | $228,597 | |
| 6 | UBER |
Uber Technologies, Inc
|
2,830 | $204,212 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,050 | $203,524 | |
| 8 | INTU |
Intuit Inc.
|
278 | $72,558 |
All Filings in OTEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,704 | 393 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,740 | 393 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,936 | 305 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,400 | 305 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $8,906 | 305 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,704 | 305 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,768 | 239 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $7,953 | 239 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||