Position in OTEX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$289
-$343 QoQ
Shares Held
13
-31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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, 2026SALEM INVESTMENT COUNSELORS INC holds $12,198,602 across 34 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
11,302 | $2,949,822 | |
| 2 | ADBE |
Adobe Inc.
|
14,177 | $2,906,568 | |
| 3 | NOW |
ServiceNow, Inc.
|
21,783 | $2,162,616 | |
| 4 | RDVT |
Red Violet, Inc.
|
27,013 | $1,721,268 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,496 | $558,979 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,795 | $346,007 | |
| 7 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
66,325 | $342,237 | |
| 8 | PAYC |
Paycom Software, Inc.
|
2,304 | $289,566 |
All Filings in OTEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289 | 13 | Shares | Sole | 2026-04-29 | |
| 2024-09-30 | $632 | 19 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||