TWD
OTEX icon

True Wealth Design’s Open Text OTEX Stock Holding History

True Wealth Design’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 		$875 Hold
39
– – ﹤0.01% 1964
2026
Q2 		$864 Sell
39
-16
-29% -$363 ﹤0.01% 2041
2026
Q1 		$1.22K Buy
55
+7
+15% +$182 ﹤0.01% 1732
2025
Q4 		$1.56K Buy
48
+16
+50% +$570 ﹤0.01% 1544
2025
Q3 		$1.2K Buy
32
+7
+28% +$224 ﹤0.01% 1695
2025
Q2 		$730 Buy
25
+14
+127% +$380 ﹤0.01% 1594
2025
Q1 		$278 Sell
11
-2
-15% -$55 ﹤0.01% 1809
2024
Q4 		$369 Buy
13
+3
+30% +$92 ﹤0.01% 1143
2024
Q3 		$333 Sell
10
-2
-17% -$63 ﹤0.01% 1149
2024
Q2 		$361 Buy
12
+1
+9% +$32 ﹤0.01% 695
2024
Q1 		$428 Buy
11
+5
+83% +$201 ﹤0.01% 654
2023
Q4 		$253 Hold
6
– – ﹤0.01% 642
2023
Q3 		$211 Hold
6
– – ﹤0.01% 629
2023
Q2 		$250 Hold
6
– – ﹤0.01% 619
2023
Q1 		$232 Hold
6
– – ﹤0.01% 708
2022
Q4 		$178 Buy
+6
New +$170 ﹤0.01% 681

Other funds holding OTEX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's OTEX Position: Q3 2026 in Review

True Wealth Design held its Open Text (OTEX) position steady in Q3 2026 at 39 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

True Wealth Design first reported a position in OTEX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.56K in Q4 2025. 9 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • True Wealth Design held 39 shares of Open Text worth $875 as of Q3 2026.
  • True Wealth Design left its Open Text share count unchanged in Q3 2026.
  • Open Text made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1964 holding.
  • True Wealth Design first reported a position in Open Text in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Open Text position peaked at $1.56K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.