Position in OTEX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,801
-$837 QoQ
Shares Held
81
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026BIRCHBROOK, INC. holds $3,275,878 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
13,630 | $983,540 | |
| 2 | CRM |
Salesforce, Inc.
|
5,170 | $809,932 | |
| 3 | NOW |
ServiceNow, Inc.
|
6,927 | $687,712 | |
| 4 | ADSK |
Autodesk, Inc.
|
2,770 | $538,543 | |
| 5 | ADP |
Automatic Data Processing Inc
|
775 | $173,561 | |
| 6 | ADBE |
Adobe Inc.
|
265 | $54,330 | |
| 7 | SHOP |
Shopify Inc.
|
172 | $19,638 | |
| 8 | HUBS |
Hubspot Inc
|
30 | $5,475 |
All Filings in OTEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,801 | 81 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,638 | 81 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||