OTIS β€” OTIS WORLDWIDE ORD SHS

Ownership history in DF DENT & CO INC  Β·  8 quarters on record

AI Ownership Summary

DF DENT & CO INC reported OTIS WORLDWIDE ORD SHS (OTIS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows OTIS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DF DENT & CO INC's position in OTIS WORLDWIDE ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OTIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DF DENT & CO INC held OTIS β€” position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,555 -1,538 -37.6% 0.00% $234K 2025-11-14 $88.36
2025 Q2 REDUCED 4,093 -6,597 -61.7% 0.01% $405K 2025-08-14 $86.32
2025 Q1 ADDED 10,690 +2,232 +26.4% 0.01% $1.1M 2025-05-15 $96.08
2024 Q4 ADDED 8,458 +217 +2.6% 0.01% $783K 2025-02-12 $94.60
2024 Q3 ADDED 8,241 +2,012 +32.3% 0.01% $857K 2024-11-15 $96.91
2024 Q2 ADDED 6,229 +4,045 +185.2% 0.01% $600K 2024-08-14 $89.35
2024 Q1 REDUCED 2,184 -76 -3.4% 0.00% $217K 2024-05-15 $93.98
2023 Q4 INITIATED 2,260 β€” β€” 0.00% $202K 2024-02-14 $87.42

FAQ About DF DENT & CO INC and OTIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has DF DENT & CO INC reported owning OTIS?

DF DENT & CO INC reported OTIS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported OTIS position in DF DENT & CO INC's portfolio?

The largest reported portfolio weight for OTIS was 0.01% in 2025 Q1.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2025 Q3, when DF DENT & CO INC reported 2,555 shares, equal to 0.00% of portfolio, with an estimated market value of $234K.

What does the chart on this OTIS ownership page compare?

The chart compares DF DENT & CO INC's quarterly OTIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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