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Creative Planning OTEX Position History
Open Text Corporation • Technology
Quarters held
16
Latest value
$332K
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $88 |
| Q3 2025 | $125K |
| Q3 2025 | $1.6M |
| Q3 2025 | $126K |
| Q4 2025 | $1.6M |
| Q4 2025 | $73K |
| Q1 2026 | $3.2M |
| Q1 2026 | $202K |
| Q2 2026 | $36K |
| Q2 2026 | $2.6M |
| Q2 2026 | $3K |
| Q2 2026 | $366K |
| Q3 2026 | $25K |
| Q3 2026 | $1.6M |
| Q3 2026 | $2K |
| Q3 2026 | $332K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $332K | 206.3K | — | — |
| Q3 2026 | $2K | 1.1K | — | — |
| Q3 2026 | $1.6M | 73.0K | — | — |
| Q3 2026 | $25K | 1.1K | — | — |
| Q2 2026 | $366K | 244.2K | — | — |
| Q2 2026 | $3K | 1.9K | — | — |
| Q2 2026 | $2.6M | 117.3K | — | — |
| Q2 2026 | $36K | 1.6K | — | — |
| Q1 2026 | $202K | 177.0K | — | — |
| Q1 2026 | $3.2M | 145.7K | — | — |
| Q4 2025 | $73K | 58.1K | — | — |
| Q4 2025 | $1.6M | 48.9K | — | — |
| Q3 2025 | $126K | 3.4K | — | — |
| Q3 2025 | $1.6M | 42.8K | — | — |
| Q3 2025 | $125K | 80.7K | — | — |
| Q3 2025 | $88 | 57 | — | — |
Other funds holding OTEX
$554.5M
$464.8M
$461.5M
$419.3M
$398.4M
$385.8M
$381.4M