Net Worth Advisory Group
OTEX icon

Net Worth Advisory Group’s Open Text OTEX Stock Holding History

Net Worth Advisory 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 		$257K Buy
+11,463
New +$272K 0.06% 336
2026
Q1 		– Sell
-9,308
Closed -$303K – 464
2025
Q4 		$303K Sell
9,308
-145
-2% -$5.17K 0.06% 316
2025
Q3 		$353K Buy
9,453
+2,031
+27% +$65.1K 0.1% 224
2025
Q2 		$217K Buy
+7,422
New +$202K 0.05% 385
2024
Q4 		– Sell
-6,794
Closed -$226K – 403
2024
Q3 		$226K Buy
+6,794
New +$214K 0.07% 349

Other funds holding OTEX

Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM

Net Worth Advisory Group's OTEX Position: Q3 2026 in Review

Net Worth Advisory Group opened a new position in Open Text (OTEX) in Q3 2026: 11,463 shares worth $257K. The stake represents 0.06% of the portfolio and ranks #336 among its holdings. This is a return to the name: Net Worth Advisory Group previously reported a position in OTEX as recently as Q4 2025.

Net Worth Advisory Group first reported a position in OTEX in Q3 2024 and has held it in 5 quarters since. The position peaked at $353K in Q3 2025. 28 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • Net Worth Advisory Group held 11,463 shares of Open Text worth $257K as of Q3 2026.
  • Open Text was a new Net Worth Advisory Group position in Q3 2026.
  • Open Text made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #336 holding.
  • Net Worth Advisory Group first reported a position in Open Text in Q3 2024 and has held it in 5 quarters since.
  • Net Worth Advisory Group's Open Text position peaked at $353K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.