Merit Financial Group
OTEX icon

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
Q3 		$250K Buy
11,165
+537
+5% +$12.8K ﹤0.01% 2043
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

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Merit Financial Group's OTEX Position: Q3 2026 in Review

Merit Financial Group increased its Open Text (OTEX) stake by 5.1% in Q3 2026, buying an estimated $12.8K and bringing the position to 11,165 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Merit Financial Group first reported a position in OTEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $302K in Q3 2025. 121 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • Merit Financial Group held 11,165 shares of Open Text worth $250K as of Q3 2026.
  • Merit Financial Group bought 537 Open Text shares in Q3 2026, an estimated $12.8K.
  • Open Text made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2043 holding.
  • Merit Financial Group first reported a position in Open Text in Q2 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Open Text position peaked at $302K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.