Cornerstone Planning Group
OTEX icon

Cornerstone Planning Group’s Open Text OTEX Stock Holding History

Cornerstone Planning Group’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
-94
Closed -$2.09K – 1219
2026
Q2 		$2.09K Buy
+94
New +$2.13K ﹤0.01% 1319
2026
Q1 		– Sell
-49
Closed -$1.34K – 1886
2025
Q4 		$1.34K Buy
49
+35
+250% +$1.25K ﹤0.01% 1284
2025
Q3 		$367 Sell
14
-435
-97% -$13.9K ﹤0.01% 1548
2025
Q2 		$12.9K Buy
449
+21
+5% +$571 ﹤0.01% 502
2025
Q1 		$11.1K Buy
428
+15
+4% +$412 ﹤0.01% 542
2024
Q4 		$11.8K Buy
413
+13
+3% +$400 ﹤0.01% 392
2024
Q3 		$13.5K Hold
400
– – ﹤0.01% 365
2024
Q2 		$11.4K Sell
400
-4
-1% -$128 ﹤0.01% 410
2024
Q1 		$12.2K Hold
404
– – ﹤0.01% 373
2023
Q4 		$17K Hold
404
– – 0.01% 339
2023
Q3 		$14.2K Buy
+404
New +$15.8K 0.01% 355
2022
Q4 		$13K Buy
+400
New +$11.3K 0.01% 561

Other funds holding OTEX

Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM

Cornerstone Planning Group's OTEX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Open Text (OTEX) in Q3 2026, closing a stake of 94 shares — an estimated $2.09K sold.

Cornerstone Planning Group first reported a position in OTEX in Q4 2022 and held it in 12 quarters. The position peaked at $17K in Q4 2023. 25 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Open Text position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 94 Open Text shares in Q3 2026, an estimated $2.09K.
  • Cornerstone Planning Group first reported a position in Open Text in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's Open Text position peaked at $17K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.