Achmea Investment Management’s Open Text OTEX Stock Holding History

Achmea 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
2025 Q4	–	Sell	-152,028	Closed	-$5.68M	–	252
2025 Q3	$5.68M	Buy	152,028 +118,336	+351%	+$3.79M	0.07%	202
2025 Q2	$983K	Sell	33,692 -24,951	-43%	-$678K	0.01%	312
2025 Q1	$1.48M	Sell	58,643 -44,689	-43%	-$1.23M	0.02%	299
2024 Q4	$2.92M	Buy	103,332 +5,408	+6%	+$166K	0.05%	260
2024 Q3	$3.26M	Buy	97,924 +86,456	+754%	+$2.72M	0.05%	269
2024 Q2	$344K	Hold	11,468	–	–	0.01%	402
2024 Q1	$445K	Hold	11,468	–	–	0.01%	410
2023 Q4	$484K	Buy	+11,468	New	+$430K	0.01%	446
2022 Q4	–	Sell	-11,792	Closed	-$313K	–	656
2022 Q3	$313K	Hold	11,792	–	–	0.01%	535
2022 Q2	$445K	Hold	11,792	–	–	0.01%	503
2022 Q1	$501K	Buy	+11,792	New	+$524K	0.01%	530
2021 Q4	–	Sell	-11,792	Closed	-$575K	–	471
2021 Q3	$575K	Buy	+11,792	New	+$615K	0.02%	508
2021 Q2	–	Sell	-35,606	Closed	-$1.7M	–	508
2021 Q1	$1.7M	Hold	35,606	–	–	0.06%	348
2020 Q4	$1.62M	Hold	35,606	–	–	0.06%	343
2020 Q3	$1.5M	Buy	+35,606	New	+$1.56M	0.06%	303
2020 Q2	–	Sell	-72,526	Closed	-$2.51M	–	318
2020 Q1	$2.51M	Buy	+72,526	New	+$3.07M	0.11%	139

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BIP

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

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

LBA

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

GCC

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

Achmea Investment Management's OTEX Position: Q4 2025 in Review

Achmea Investment Management sold out of Open Text (OTEX) in Q4 2025, closing a stake of 152,028 shares — an estimated $5.68M sold.

Achmea Investment Management first reported a position in OTEX in Q1 2020 and held it in 16 quarters. The position peaked at $5.68M in Q3 2025. 300 funds tracked by Wall St. Rank hold OTEX as of Q4 2025.

Achmea Investment Management reported no remaining Open Text position as of Q4 2025 after selling out during the quarter.
Achmea Investment Management sold 152,028 Open Text shares in Q4 2025, an estimated $5.68M.
Achmea Investment Management first reported a position in Open Text in Q1 2020 and held it in 16 quarters.
Achmea Investment Management's Open Text position peaked at $5.68M in Q3 2025.
300 funds tracked by Wall St. Rank held Open Text as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.