JMN Financial’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
$238K Buy
+10,761
New +$244K 0.19% 168
2026
Q1
Sell
-7,275
Closed -$237K 224
2025
Q4
$237K Buy
+7,275
New +$259K 0.24% 147

Other funds holding OTEX

JMN Financial's OTEX Position: Q2 2026 in Review

JMN Financial opened a new position in Open Text (OTEX) in Q2 2026: 10,761 shares worth $238K. The stake represents 0.19% of the portfolio and ranks #168 among its holdings. This is a return to the name: JMN Financial previously reported a position in OTEX as recently as Q4 2025.

JMN Financial first reported a position in OTEX in Q4 2025 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • JMN Financial held 10,761 shares of Open Text worth $238K as of Q2 2026.
  • Open Text was a new JMN Financial position in Q2 2026.
  • Open Text made up 0.19% of JMN Financial's portfolio in Q2 2026, its #168 holding.
  • JMN Financial first reported a position in Open Text in Q4 2025 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.