Position in OTEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,825,615
+$67,389 QoQ
Shares Held
172,714
+2.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#88
of 270 holders
Holding Since
Mar 2026
2 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, 2026Sound Income Strategies, LLC holds $5,608,901 across 6 Software - Application names. OTEX ranks #1 (68.2% of the industry book) .
All Filings in OTEX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,825,615 | 172,714 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,758,226 | 168,985 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||