Legacy Wealth Asset Management’s Open Text OTEX Stock Holding History

Legacy Wealth Asset Management’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	$475K	Buy	21,435 +595	+3%	+$13.5K	0.1%	274
2026 Q1	$463K	Buy	20,840 +659	+3%	+$17.1K	0.11%	268
2025 Q4	$657K	Sell	20,181 -238	-1%	-$8.48K	0.16%	205
2025 Q3	$763K	Buy	20,419 +237	+1%	+$7.6K	0.19%	165
2025 Q2	$589K	Buy	20,182 +224	+1%	+$6.09K	0.15%	214
2025 Q1	$504K	Buy	19,958 +4,105	+26%	+$113K	0.14%	243
2024 Q4	$449K	Sell	15,853 -3,721	-19%	-$115K	0.12%	252
2024 Q3	$651K	Buy	+19,574	New	+$617K	0.17%	190
2022 Q4	–	Sell	-12,209	Closed	-$323K	–	341
2022 Q3	$323K	Buy	+12,209	New	+$431K	0.14%	252

Other funds holding OTEX

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return