Lorne Steinberg Wealth Management Inc.
Position in OTEX — Open Text Corp
CIK 1851362
MONTREAL, QUEBEC, Z4
Position in OTEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,740,830
+$196,242 QoQ
Shares Held
214,033
+4.7% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#78
of 270 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Lorne Steinberg Wealth Management Inc. holds $15,437,281 across 3 Software - Application names. OTEX ranks #2 (30.7% of the industry book) .
All Filings in OTEX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,740,830 | 214,033 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,544,588 | 204,343 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,340,491 | 194,613 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,223,049 | 193,233 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,914,301 | 168,298 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,771,267 | 149,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,647,700 | 128,803 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,387,468 | 131,835 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,588,728 | 119,465 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,659,211 | 119,990 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,946,384 | 117,715 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,578,094 | 101,940 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,868,928 | 93,115 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,525,975 | 91,465 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,555,412 | 86,215 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,206,153 | 83,440 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,663,936 | 70,400 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,834,864 | 66,860 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,239,156 | 47,160 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,828,481 | 37,515 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $833,120 | 16,400 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||