Arkadios Wealth Advisors

Position in OTEX — Open Text Corp

CIK 1800798 ATLANTA, GA

Position in OTEX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,980,148

+$728,149 QoQ

Shares Held

134,544

+32.9% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#94

of 270 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Arkadios Wealth Advisors holds $65,909,164 across 27 Software - Application names. OTEX ranks #8 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	159,935	$11,540,908
2	PAYX	Paychex Inc	97,779	$9,614,608
3	CRM	Salesforce, Inc.	50,708	$7,943,914
4	ADBE	Adobe Inc.	24,288	$4,979,525
5	NOW	ServiceNow, Inc.	45,084	$4,475,939
6	RNG	RingCentral, Inc.	109,456	$4,266,594
7	SNOW	Snowflake Inc.	12,002	$3,054,508
8	OTEX	Open Text Corp This page	134,544	$2,980,148

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,980,148	134,544	+32.9%	Shares	Sole	2026-08-10
2026-03-31	$2,251,999	101,259	+19.0%	Shares	Sole	2026-05-18
2025-12-31	$2,771,612	85,071	+2.3%	Shares	Sole	2026-02-13
2025-09-30	$3,109,716	83,192	+596.6%	Shares	Sole	2025-10-29
2025-06-30	$348,735	11,943	+0.9%	Shares	Sole	2025-08-04
2025-03-31	$298,850	11,831	+1617.1%	Shares	Sole	2025-05-08
2021-09-30	$33,581	689	+23.3%	Shares	Sole	2021-10-19
2021-06-30	$28,397	559	+1.5%	Shares	Sole	2021-07-28
2021-03-31	$26,288	551	+68.5%	Shares	Sole	2021-04-26
2020-12-31	$14,865	327	+354.2%	Shares	Sole	2021-02-09
2020-09-30	$3,041	72	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.