Smartleaf Asset Management’s Open Text OTEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.86K Hold
84
﹤0.01% 2971
2026
Q1
$1.82K Sell
84
-95
-53% -$2.47K ﹤0.01% 2984
2025
Q4
$5.91K Buy
179
+150
+517% +$5.35K ﹤0.01% 2639
2025
Q3
$1.09K Buy
+29
New +$930 ﹤0.01% 2727
2024
Q4
Sell
-588
Closed -$19.5K 2989
2024
Q3
$19.5K Buy
588
+91
+18% +$2.87K ﹤0.01% 1359
2024
Q2
$14.8K Sell
497
-18
-3% -$577 ﹤0.01% 1179
2024
Q1
$20K Buy
+515
New +$20.7K ﹤0.01% 859

Other funds holding OTEX

Smartleaf Asset Management's OTEX Position: Q2 2026 in Review

Smartleaf Asset Management held its Open Text (OTEX) position steady in Q2 2026 at 84 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

Smartleaf Asset Management first reported a position in OTEX in Q1 2024 and has held it in 7 quarters since. The position peaked at $20K in Q1 2024. 270 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Smartleaf Asset Management held 84 shares of Open Text worth $1.86K as of Q2 2026.
  • Smartleaf Asset Management left its Open Text share count unchanged in Q2 2026.
  • Open Text made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2971 holding.
  • Smartleaf Asset Management first reported a position in Open Text in Q1 2024 and has held it in 7 quarters since.
  • Smartleaf Asset Management's Open Text position peaked at $20K in Q1 2024.
  • 270 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.