Sound Income Strategies’s Open Text OTEX Stock Holding History

Sound Income Strategies’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	$3.83M	Buy	172,714 +3,729	+2%	+$84.6K	0.17%	129
2026 Q1	$3.81M	Buy	+168,985	New	+$4.39M	0.18%	124

Other funds holding OTEX

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Sound Income Strategies's OTEX Position: Q2 2026 in Review

Sound Income Strategies increased its Open Text (OTEX) stake by 2.2% in Q2 2026, buying an estimated $84.6K and bringing the position to 172,714 shares worth $3.83M. The position accounts for 0.17% of the portfolio, ranked #129.

Sound Income Strategies first reported a position in OTEX in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Sound Income Strategies held 172,714 shares of Open Text worth $3.83M as of Q2 2026.
Sound Income Strategies bought 3,729 Open Text shares in Q2 2026, an estimated $84.6K.
Open Text made up 0.17% of Sound Income Strategies's portfolio in Q2 2026, its #129 holding.
Sound Income Strategies first reported a position in Open Text in Q1 2026 and has held it in 2 quarters since.
43 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.