CPCM
OTEX icon

Cardinal Point Capital Management’s Open Text OTEX Stock Holding History

Cardinal Point Capital 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 		$9.88M Buy
447,449
+560
+0.1% +$12.7K 0.56% 46
2026
Q1 		$9.94M Buy
446,889
+190,405
+74% +$4.94M 0.61% 46
2025
Q4 		$8.36M Sell
256,484
-1,655
-0.6% -$59K 0.55% 45
2025
Q3 		$9.65M Sell
258,139
-3,215
-1% -$103K 0.68% 39
2025
Q2 		$7.62M Sell
261,354
-1,265
-0.5% -$34.4K 0.6% 42
2025
Q1 		$6.54M Buy
+262,619
New +$7.21M 0.6% 45

Other funds holding OTEX

VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Cardinal Point Capital Management's OTEX Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Open Text (OTEX) stake by 0.13% in Q2 2026, buying an estimated $12.7K and bringing the position to 447,449 shares worth $9.88M. The position accounts for 0.56% of the portfolio, ranked #46.

Cardinal Point Capital Management first reported a position in OTEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.94M in Q1 2026. 16 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Cardinal Point Capital Management held 447,449 shares of Open Text worth $9.88M as of Q2 2026.
  • Cardinal Point Capital Management bought 560 Open Text shares in Q2 2026, an estimated $12.7K.
  • Open Text made up 0.56% of Cardinal Point Capital Management's portfolio in Q2 2026, its #46 holding.
  • Cardinal Point Capital Management first reported a position in Open Text in Q1 2025 and has held it in 6 quarters since.
  • Cardinal Point Capital Management's Open Text position peaked at $9.94M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.