Action Point Financial Planning’s Open Text OTEX Stock Holding History

Action Point Financial Planning’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	$487	Buy	+22	New	+$499	﹤0.01%	2634

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

Action Point Financial Planning's OTEX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Open Text (OTEX) in Q2 2026: 22 shares worth $487. The stake represents ﹤0.01% of the portfolio and ranks #2634 among its holdings.

271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Action Point Financial Planning held 22 shares of Open Text worth $487 as of Q2 2026.
Open Text was a new Action Point Financial Planning position in Q2 2026.
Open Text made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2634 holding.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.