Position in OTEX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,910,995
-$27,816 QoQ
Shares Held
447,449
+0.1% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#56
of 270 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTEX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cardinal Point Capital Management ULC holds $11,634,203 across 4 Software - Application names. OTEX ranks #1 (85.2% of the industry book) .
All Filings in OTEX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,910,995 | 447,449 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,938,811 | 446,889 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,356,248 | 256,484 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,649,235 | 258,139 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,631,536 | 261,354 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,633,755 | 262,619 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||