LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in OTEX — Open Text Corp
CIK 932974
BOSTON, MA
Position in OTEX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$623,387
-$289,830 QoQ
Shares Held
28,030
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $728,455,283 across 19 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
1,040,089 | $271,463,229 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,746,805 | $173,422,800 | |
| 3 | ADP |
Automatic Data Processing Inc
|
601,164 | $134,630,676 | |
| 4 | PAYC |
Paycom Software, Inc.
|
726,250 | $91,275,099 | |
| 5 | ADBE |
Adobe Inc.
|
169,554 | $34,761,961 | |
| 6 | ROP |
Roper Technologies Inc
|
24,177 | $8,181,255 | |
| 7 | CRM |
Salesforce, Inc.
|
51,497 | $8,067,519 | |
| 8 | PAYX |
Paychex Inc
|
27,364 | $2,690,702 |
All Filings in OTEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $623,387 | 28,030 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $913,217 | 28,030 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,047,761 | 28,030 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||