Byrne Asset Management’s Open Text OTEX Stock Holding History

Byrne Asset Management’s Portfolio OTEX Stock Details OTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Buy	4,837 +500	+12%	+$11.3K	0.06%	236
2026 Q1	$96.5K	Buy	4,337 +705	+19%	+$18.3K	0.06%	233
2025 Q4	$118K	Buy	+3,632	New	+$129K	0.07%	201
2022 Q4	–	Sell	-184	Closed	-$5K	–	548
2022 Q3	$5K	Buy	+184	New	+$6.5K	﹤0.01%	410

Other funds holding OTEX

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Byrne Asset Management's OTEX Position: Q2 2026 in Review

Byrne Asset Management increased its Open Text (OTEX) stake by 12% in Q2 2026, buying an estimated $11.3K and bringing the position to 4,837 shares worth $107K. The position accounts for 0.06% of the portfolio, ranked #236.

Byrne Asset Management first reported a position in OTEX in Q3 2022 and has held it in 4 quarters since. The position peaked at $118K in Q4 2025. 21 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Byrne Asset Management held 4,837 shares of Open Text worth $107K as of Q2 2026.
Byrne Asset Management bought 500 Open Text shares in Q2 2026, an estimated $11.3K.
Open Text made up 0.06% of Byrne Asset Management's portfolio in Q2 2026, its #236 holding.
Byrne Asset Management first reported a position in Open Text in Q3 2022 and has held it in 4 quarters since.
Byrne Asset Management's Open Text position peaked at $118K in Q4 2025.
21 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.