Access Investment Management’s Open Text OTEX Stock Holding History

Access Investment Management’s Portfolio OTEX Stock Details OTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.12M	Buy	320,215 +120,380	+60%	+$3.13M	1.9%	18
2025 Q4	$7.47M	Hold	199,835	–	–	2.01%	16
2025 Q3	$7.47M	Buy	199,835 +590	+0.3%	+$18.9K	2.01%	16
2025 Q2	$5.82M	Buy	+199,245	New	+$5.41M	1.66%	22
2024 Q4	$5.62M	Buy	198,355 +2,785	+1%	+$85.7K	1.63%	22
2024 Q3	$6.51M	Buy	+195,570	New	+$6.16M	1.98%	17

Other funds holding OTEX

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Access Investment Management's OTEX Position: Q1 2026 in Review

Access Investment Management increased its Open Text (OTEX) stake by 60% in Q1 2026, buying an estimated $3.13M and bringing the position to 320,215 shares worth $7.12M. The position accounts for 1.9% of the portfolio, ranked #18.

Access Investment Management first reported a position in OTEX in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.47M in Q4 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Access Investment Management held 320,215 shares of Open Text worth $7.12M as of Q1 2026.
Access Investment Management bought 120,380 Open Text shares in Q1 2026, an estimated $3.13M.
Open Text made up 1.9% of Access Investment Management's portfolio in Q1 2026, its #18 holding.
Access Investment Management first reported a position in Open Text in Q3 2024 and has held it in 6 quarters since.
Access Investment Management's Open Text position peaked at $7.47M in Q4 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.