NewEdge Advisors, LLC

Position in OTEX — Open Text Corp

CIK 1633516 NEW ORLEANS, LA

Position in OTEX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,610

+$30 QoQ

Shares Held

163

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#237

of 270 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NewEdge Advisors, LLC holds $145,470,364 across 86 Software - Application names. OTEX ranks #67 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	94,658	$21,198,659
2	UBER	Uber Technologies, Inc	255,446	$18,432,983
3	NOW	ServiceNow, Inc.	150,324	$14,924,166
4	CRM	Salesforce, Inc.	90,082	$14,112,246
5	SHOP	Shopify Inc.	88,161	$10,066,222
6	INTU	Intuit Inc.	26,904	$7,021,944
7	SNOW	Snowflake Inc.	26,076	$6,636,342
8	MSTR	Strategy Inc	73,145	$6,205,575

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,610	163	+1.2%	Shares	Sole	2026-08-12
2026-03-31	$3,580	161	-99.3%	Shares	Sole	2026-06-03
2025-12-31	$742,628	22,794	-1.0%	Shares	Sole	2026-02-18
2025-09-30	$860,973	23,033	-2.6%	Shares	Sole	2025-11-17
2025-06-30	$690,609	23,651	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$600,202	23,761	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$677,669	23,929	-2.5%	Shares	Sole	2025-02-13
2024-09-30	$816,957	24,548	+15840.3%	Shares	Sole	2024-11-14
2024-06-30	$4,626	154	-12.0%	Shares	Sole	2024-08-16
2024-03-31	$6,795	175	+218.2%	Shares	Sole	2024-05-14
2023-12-31	$2,311	55	+1275.0%	Shares	Sole	2024-02-13
2023-09-30	$140	4	-100.0%	Shares	Sole	2023-11-14
2023-06-30	$419,571	10,098	+9.5%	Shares	Sole	2023-08-14
2023-03-31	$355,623	9,225	+230525.0%	Shares	Sole	2023-05-12
2022-12-31	$118	4	-99.9%	Shares	Sole	2023-02-14
2022-06-30	$259,506	6,858	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.