Root Financial Partners
OTEX icon

Root Financial Partners’s Open Text OTEX Stock Holding History

Root Financial Partners’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 		$1.61K Buy
+72
New +$1.71K ﹤0.01% 2737
2026
Q2 		– Sell
-9
Closed -$200 – 2329
2026
Q1 		$200 Sell
9
-5
-36% -$130 ﹤0.01% 3157
2025
Q4 		$456 Sell
14
-3
-18% -$107 ﹤0.01% 2221
2025
Q3 		$635 Buy
+17
New +$545 ﹤0.01% 2120

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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
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Root Financial Partners's OTEX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Open Text (OTEX) in Q3 2026: 72 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #2737 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OTEX as recently as Q1 2026.

Root Financial Partners first reported a position in OTEX in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • Root Financial Partners held 72 shares of Open Text worth $1.61K as of Q3 2026.
  • Open Text was a new Root Financial Partners position in Q3 2026.
  • Open Text made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2737 holding.
  • Root Financial Partners first reported a position in Open Text in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.