IFP Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $316K | Buy |
14,286
+197
| +1% | +$4.47K | 0.01% | 1259 |
|
|
2026
Q1 | $313K | Buy |
14,089
+10,231
| +265% | +$266K | 0.01% | 1164 |
|
|
2025
Q4 | $126K | Sell |
3,858
-765
| -17% | -$27.3K | ﹤0.01% | 1651 |
|
|
2025
Q3 | $173K | Buy |
4,623
+3,851
| +499% | +$123K | ﹤0.01% | 1361 |
|
|
2025
Q2 | $22.5K | Buy |
772
+187
| +32% | +$5.08K | ﹤0.01% | 2479 |
|
|
2025
Q1 | $14.8K | Sell |
585
-426
| -42% | -$11.7K | ﹤0.01% | 2432 |
|
|
2024
Q4 | $28.6K | Buy |
1,011
+515
| +104% | +$15.8K | ﹤0.01% | 2086 |
|
|
2024
Q3 | $16.5K | Sell |
496
-357
| -42% | -$11.2K | ﹤0.01% | 2222 |
|
|
2024
Q2 | $25.6K | Buy |
853
+197
| +30% | +$6.32K | ﹤0.01% | 1967 |
|
|
2024
Q1 | $25.5K | Hold |
656
| – | – | ﹤0.01% | 1865 |
|
|
2023
Q4 | $27.6K | Sell |
656
-214
| -25% | -$8.03K | ﹤0.01% | 1790 |
|
|
2023
Q3 | $30.5K | Buy |
870
+392
| +82% | +$15.3K | ﹤0.01% | 1762 |
|
|
2023
Q2 | $19.9K | Buy |
478
+22
| +5% | +$883 | ﹤0.01% | 1997 |
|
|
2023
Q1 | $16.1K | Sell |
456
-288
| -39% | -$9.96K | ﹤0.01% | 2104 |
|
|
2022
Q4 | $26K | Sell |
744
-6
| -0.8% | -$170 | ﹤0.01% | 2693 |
|
|
2022
Q3 | $27K | Hold |
750
| – | – | ﹤0.01% | 2846 |
|
|
2022
Q2 | $27K | Hold |
750
| – | – | ﹤0.01% | 2616 |
|
|
2022
Q1 | $27K | Buy |
+750
| New | +$33.3K | ﹤0.01% | 2616 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$394 | – | 2963 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2891 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 2926 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 3033 |
|
|
2019
Q3 | $0 | Buy |
+9
| New | +$367 | ﹤0.01% | 3124 |
|
|
2019
Q1 | $73K | Sell |
1,901
-90
| -5% | -$3.29K | 0.01% | 811 |
|
|
2018
Q4 | $65K | Sell |
1,991
-502
| -20% | -$17K | ﹤0.01% | 1446 |
|
|
2018
Q3 | $95K | Buy |
2,493
+152
| +6% | +$5.8K | ﹤0.01% | 1507 |
|
|
2018
Q2 | $82K | Sell |
2,341
-323
| -12% | -$11.3K | ﹤0.01% | 1602 |
|
|
2018
Q1 | $95K | Hold |
2,664
| – | – | ﹤0.01% | 1416 |
|
|
2017
Q4 | $95K | Buy |
2,664
+2,626
| +6,911% | +$87.6K | ﹤0.01% | 1428 |
|
|
2017
Q3 | $1K | Buy |
+38
| New | +$1.23K | ﹤0.01% | 3934 |
|
|
2016
Q2 | – | Sell |
-3,802
| Closed | -$73K | – | 3999 |
|
|
2016
Q1 | $73K | Buy |
+3,802
| New | +$91.6K | 0.01% | 810 |
|
Other funds holding OTEX
BIP
LBA
GCC
IFP Advisors's OTEX Position: Q2 2026 in Review
IFP Advisors increased its Open Text (OTEX) stake by 1.4% in Q2 2026, buying an estimated $4.47K and bringing the position to 14,286 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1259.
IFP Advisors first reported a position in OTEX in Q1 2016 and has held it in 30 quarters since. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.
- IFP Advisors held 14,286 shares of Open Text worth $316K as of Q2 2026.
- IFP Advisors bought 197 Open Text shares in Q2 2026, an estimated $4.47K.
- Open Text made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1259 holding.
- IFP Advisors first reported a position in Open Text in Q1 2016 and has held it in 30 quarters since.
- 271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.