Position in OTEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,299
-$42 QoQ
Shares Held
465
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
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, 2026Strategic Wealth Partners, Ltd. holds $9,391,541 across 35 Software - Application names. OTEX ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
56,683 | $4,090,245 | |
| 2 | DDOG |
Datadog, Inc.
|
7,694 | $2,003,209 | |
| 3 | SNOW |
Snowflake Inc.
|
7,806 | $1,986,627 | |
| 4 | CRM |
Salesforce, Inc.
|
3,082 | $482,826 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,275 | $325,142 | |
| 6 | INTU |
Intuit Inc.
|
375 | $97,875 | |
| 7 | ROP |
Roper Technologies Inc
|
277 | $93,734 | |
| 8 | HUBS |
Hubspot Inc
|
290 | $52,927 |
All Filings in OTEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,299 | 465 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,341 | 465 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,149 | 465 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $17,381 | 465 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,578 | 465 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||