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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
Q3 		– Sell
-4,837
Closed -$107K – 647
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Byrne Asset Management's OTEX Position: Q3 2026 in Review

Byrne Asset Management sold out of Open Text (OTEX) in Q3 2026, closing a stake of 4,837 shares — an estimated $107K sold.

Byrne Asset Management first reported a position in OTEX in Q3 2022 and held it in 4 quarters. The position peaked at $118K in Q4 2025. 8 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • Byrne Asset Management reported no remaining Open Text position as of Q3 2026 after selling out during the quarter.
  • Byrne Asset Management sold 4,837 Open Text shares in Q3 2026, an estimated $107K.
  • Byrne Asset Management first reported a position in Open Text in Q3 2022 and held it in 4 quarters.
  • Byrne Asset Management's Open Text position peaked at $118K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.