Position in OTEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$203,049
+$6,003 QoQ
Shares Held
9,167
+3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#196
of 270 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Vise Technologies, Inc. holds $61,790,466 across 47 Software - Application names. OTEX ranks #37 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
133,863 | $9,659,554 | |
| 2 | SAP |
Sap SE
|
34,555 | $5,325,271 | |
| 3 | CRM |
Salesforce, Inc.
|
32,800 | $5,138,448 | |
| 4 | FRMM |
FORUM MARKETS Inc
|
857,141 | $4,654,275 | |
| 5 | NOW |
ServiceNow, Inc.
|
41,824 | $4,152,286 | |
| 6 | INTU |
Intuit Inc.
|
14,867 | $3,880,287 | |
| 7 | SHOP |
Shopify Inc.
|
32,401 | $3,699,546 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
9,503 | $3,566,665 |
All Filings in OTEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,049 | 9,167 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $197,046 | 8,860 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $288,658 | 8,860 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $325,280 | 8,702 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||