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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OTEX holding history

Open Text Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTEX overviewAll 13F holders of OTEXFull Q2 2026 holdings

Shares (Q2 2026)
118,885
Value
$2.63M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OTEX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026118,885$2.63M<0.1%−26,791−18.4%ReducedHolders
Q1 2026145,676$3.24M<0.1%+96,786+198.0%AddedHolders
Q4 202548,890$1.59M<0.1%+2,767+6.0%AddedHolders
Q3 202546,123$1.72M<0.1%+13,121+39.8%AddedHolders
Q2 202533,002$963.7K<0.1%+13,152+66.3%AddedHolders
Q1 202519,850$501.4K<0.1%−8,604−30.2%ReducedHolders
Q4 202428,454$805.8K<0.1%−1,648−5.5%ReducedHolders
Q3 202430,102$1.00M<0.1%+5,760+23.7%AddedHolders
Q2 202424,342$731.2K<0.1%+4,570+23.1%AddedHolders
Q1 202419,772$767.8K<0.1%+2,682+15.7%AddedHolders
Q4 202317,090$718.1K<0.1%+1,943+12.8%AddedHolders
Q3 202315,147$531.7K<0.1%−2,045−11.9%ReducedHolders
Q2 202317,192$714.3K<0.1%+3,127+22.2%AddedHolders
Q1 202314,065$542.2K<0.1%+3,279+30.4%AddedHolders
Q4 202210,786$319.7K<0.1%+2,448+29.4%AddedHolders
Q3 20228,338$220.0K<0.1%+8,338NewHolders
Q2 20220$00.0%−10,735−100.0%Sold outHolders
Q1 202210,735$455.0K<0.1%−23−0.2%ReducedHolders
Q4 202110,758$511.0K<0.1%00.0%UnchangedHolders
Q3 202110,758$524.0K<0.1%+51+0.5%AddedHolders
Q2 202110,707$544.0K<0.1%−874−7.5%ReducedHolders
Q1 202111,581$553.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.