Position in OTEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22
+$0 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 270 holders
Holding Since
Dec 2025
3 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, 2026Godfrey Financial Associates, Inc. holds $884,109 across 40 Software - Application names. OTEX ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
1,045 | $203,168 | |
| 2 | INTU |
Intuit Inc.
|
767 | $200,187 | |
| 3 | ADBE |
Adobe Inc.
|
939 | $192,513 | |
| 4 | ADP |
Automatic Data Processing Inc
|
614 | $137,505 | |
| 5 | TYL |
Tyler Technologies Inc
|
180 | $52,642 | |
| 6 | DMRC |
Digimarc Corp
|
2,575 | $21,166 | |
| 7 | CRM |
Salesforce, Inc.
|
116 | $18,172 | |
| 8 | HUBS |
Hubspot Inc
|
50 | $9,125 |
All Filings in OTEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22 | 1 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $22 | 1 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32 | 1 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||