Arax Advisory Partners’s Open Text OTEX Stock Holding History

Arax Advisory Partners’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	$3.34K	Sell	150 -317	-68%	-$8.23K	﹤0.01%	2957
2025 Q4	$15.2K	Buy	467 +346	+286%	+$12.3K	﹤0.01%	2258
2025 Q3	$4.52K	Sell	121 -1,531	-93%	-$49.1K	﹤0.01%	2901
2025 Q2	$48.2K	Buy	+1,652	New	+$44.9K	﹤0.01%	1253
2022 Q4	–	Sell	-179	Closed	-$5K	–	1325
2022 Q3	$5K	Buy	+179	New	+$6.32K	﹤0.01%	815
2018 Q3	–	Sell	-1,276	Closed	-$44K	–	693
2018 Q2	$44K	Hold	1,276	–	–	0.02%	224
2018 Q1	$44K	Sell	1,276 -277	-18%	-$9.66K	0.02%	214
2017 Q4	$55K	Sell	1,553 -115	-7%	-$3.84K	0.02%	206
2017 Q3	$53K	Buy	1,668 +172	+11%	+$5.57K	0.03%	209
2017 Q2	$47K	Sell	1,496 -172	-10%	-$5.67K	0.02%	233
2017 Q1	$56K	Buy	1,668 +890	+114%	+$29.6K	0.03%	190
2016 Q4	$24K	Buy	+778	New	+$24.3K	0.01%	251

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

Arax Advisory Partners's OTEX Position: Q1 2026 in Review

Arax Advisory Partners reduced its Open Text (OTEX) stake by 68% in Q1 2026, selling an estimated $8.23K and leaving 150 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

Arax Advisory Partners first reported a position in OTEX in Q4 2016 and has held it in 12 quarters since. The position peaked at $56K in Q1 2017. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Arax Advisory Partners held 150 shares of Open Text worth $3.34K as of Q1 2026.
Arax Advisory Partners sold 317 Open Text shares in Q1 2026, an estimated $8.23K.
Open Text made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2957 holding.
Arax Advisory Partners first reported a position in Open Text in Q4 2016 and has held it in 12 quarters since.
Arax Advisory Partners's Open Text position peaked at $56K in Q1 2017.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.