Position in OTEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,102,125
-$982,315 QoQ
Shares Held
275,491
-13.5% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#71
of 270 holders
Holding Since
Jun 2024
9 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, 2026Northwest & Ethical Investments L.P. holds $93,505,590 across 23 Software - Application names. OTEX ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
277,949 | $31,736,216 | |
| 2 | ADSK |
Autodesk, Inc.
|
74,225 | $14,430,824 | |
| 3 | ADP |
Automatic Data Processing Inc
|
48,839 | $10,937,494 | |
| 4 | NOW |
ServiceNow, Inc.
|
107,604 | $10,682,925 | |
| 5 | INTU |
Intuit Inc.
|
30,436 | $7,943,796 | |
| 6 | OTEX |
Open Text Corp
This page
|
275,491 | $6,102,125 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
32,784 | $2,269,964 | |
| 8 | UBER |
Uber Technologies, Inc
|
20,071 | $1,448,323 |
All Filings in OTEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,102,125 | 275,491 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,084,440 | 318,545 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,221,823 | 252,358 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,259,997 | 247,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,825,938 | 233,765 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,539,366 | 219,294 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,745,759 | 202,887 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,931,696 | 148,188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,177,993 | 139,081 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||