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 Q2	$4.43M	Sell	200,096 -120,119	-38%	-$2.72M	1.13%	30
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 $199B AUM 37.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Access Investment Management's OTEX Position: Q2 2026 in Review

Access Investment Management reduced its Open Text (OTEX) stake by 38% in Q2 2026, selling an estimated $2.72M and leaving 200,096 shares worth $4.43M. The position accounts for 1.13% of the portfolio, ranked #30.

Access Investment Management first reported a position in OTEX in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.47M in Q4 2025. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Access Investment Management held 200,096 shares of Open Text worth $4.43M as of Q2 2026.
Access Investment Management sold 120,119 Open Text shares in Q2 2026, an estimated $2.72M.
Open Text made up 1.13% of Access Investment Management's portfolio in Q2 2026, its #30 holding.
Access Investment Management first reported a position in Open Text in Q3 2024 and has held it in 7 quarters since.
Access Investment Management's Open Text position peaked at $7.47M in Q4 2025.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.