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
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

VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 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
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

Farther Finance Advisors's OTEX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Open Text (OTEX) stake by 61% in Q2 2026, selling an estimated $164K and leaving 4,554 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Farther Finance Advisors first reported a position in OTEX in Q4 2022 and has held it in 15 quarters since. The position peaked at $290K in Q3 2024. 16 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Farther Finance Advisors held 4,554 shares of Open Text worth $101K as of Q2 2026.
  • Farther Finance Advisors sold 7,234 Open Text shares in Q2 2026, an estimated $164K.
  • Open Text made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2699 holding.
  • Farther Finance Advisors first reported a position in Open Text in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Open Text position peaked at $290K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.