MFG
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Merit Financial Group’s Open Text OTEX Stock Holding History

Merit Financial Group’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 		$235K Sell
10,628
-489
-4% -$11.1K ﹤0.01% 1992
2026
Q1 		$247K Buy
11,117
+2,818
+34% +$73.2K ﹤0.01% 1779
2025
Q4 		$270K Buy
8,299
+207
+3% +$7.38K ﹤0.01% 1619
2025
Q3 		$302K Buy
8,092
+986
+14% +$31.6K ﹤0.01% 1446
2025
Q2 		$208K Buy
+7,106
New +$193K ﹤0.01% 1535

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

Merit Financial Group's OTEX Position: Q2 2026 in Review

Merit Financial Group reduced its Open Text (OTEX) stake by 4.4% in Q2 2026, selling an estimated $11.1K and leaving 10,628 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Merit Financial Group first reported a position in OTEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $302K in Q3 2025. 16 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Merit Financial Group held 10,628 shares of Open Text worth $235K as of Q2 2026.
  • Merit Financial Group sold 489 Open Text shares in Q2 2026, an estimated $11.1K.
  • Open Text made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1992 holding.
  • Merit Financial Group first reported a position in Open Text in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Open Text position peaked at $302K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.