FFA
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Farther Finance Advisors’s Open Text OTEX Stock Holding History

Farther Finance Advisors’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 		$101K Sell
4,486
-68
-1% -$1.61K ﹤0.01% 2857
2026
Q2 		$101K Sell
4,554
-7,234
-61% -$164K ﹤0.01% 2699
2026
Q1 		$266K Buy
11,788
+3,327
+39% +$86.4K ﹤0.01% 1817
2025
Q4 		$276K Buy
8,461
+1,130
+15% +$40.3K ﹤0.01% 1699
2025
Q3 		$274K Sell
7,331
-1,172
-14% -$37.6K ﹤0.01% 1435
2025
Q2 		$248K Sell
8,503
-888
-9% -$24.1K 0.01% 1282
2025
Q1 		$238K Sell
9,391
-650
-6% -$17.8K 0.01% 1163
2024
Q4 		$284K Buy
10,041
+1,340
+15% +$41.2K 0.01% 830
2024
Q3 		$290K Buy
8,701
+3,719
+75% +$117K 0.01% 849
2024
Q2 		$150K Buy
4,982
+3,998
+406% +$128K 0.01% 962
2024
Q1 		$37.8K Buy
984
+28
+3% +$1.13K ﹤0.01% 1280
2023
Q4 		$40.2K Buy
956
+676
+241% +$25.4K ﹤0.01% 1118
2023
Q3 		$9.85K Buy
280
+17
+6% +$665 ﹤0.01% 1294
2023
Q2 		$10.9K Hold
263
– – ﹤0.01% 1167
2023
Q1 		$10.1K Hold
263
– – ﹤0.01% 1106
2022
Q4 		$7.79K Buy
+263
New +$7.46K ﹤0.01% 1032

Other funds holding OTEX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
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
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

Farther Finance Advisors's OTEX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Open Text (OTEX) stake by 1.5% in Q3 2026, selling an estimated $1.61K and leaving 4,486 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Farther Finance Advisors first reported a position in OTEX in Q4 2022 and has held it in 16 quarters since. The position peaked at $290K in Q3 2024. 9 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • Farther Finance Advisors held 4,486 shares of Open Text worth $101K as of Q3 2026.
  • Farther Finance Advisors sold 68 Open Text shares in Q3 2026, an estimated $1.61K.
  • Open Text made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2857 holding.
  • Farther Finance Advisors first reported a position in Open Text in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Open Text position peaked at $290K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.