Position in OTEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$97,037,972
+$14,336,779 QoQ
Shares Held
4,380,947
+17.8% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 270 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,109,415,396 across 179 Software - Application names. OTEX ranks #36 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in OTEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,037,972 | 4,380,947 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $82,701,193 | 3,718,579 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $93,973,128 | 2,884,381 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $60,965,879 | 1,630,976 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $26,873,953 | 920,341 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $22,838,472 | 904,136 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $29,386,754 | 1,037,668 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $37,604,698 | 1,129,949 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $48,996,948 | 1,631,057 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $40,255,833 | 1,036,720 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $31,907,633 | 759,344 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $29,545,458 | 841,751 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $40,226,587 | 968,149 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $33,016,028 | 856,447 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $40,042,301 | 1,350,955 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $48,841,657 | 1,847,264 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,057,451 | 715,049 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $20,408,857 | 481,341 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $29,473,682 | 620,760 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $36,595,987 | 750,841 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,323,156 | 321,322 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $12,656,840 | 265,287 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $15,369,433 | 338,087 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $15,935,967 | 377,272 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,971,077 | 375,967 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,166,258 | 291,130 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||