AFC
OTEX icon

Ares Financial Consulting’s Open Text OTEX Stock Holding History

Ares Financial Consulting’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 		– Sell
-18
Closed -$406 – 1155
2026
Q1 		$406 Hold
18
– – ﹤0.01% 1027
2025
Q4 		$586 Buy
+18
New +$641 ﹤0.01% 838

Other funds holding OTEX

VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Ares Financial Consulting's OTEX Position: Q2 2026 in Review

Ares Financial Consulting sold out of Open Text (OTEX) in Q2 2026, closing a stake of 18 shares — an estimated $406 sold.

Ares Financial Consulting first reported a position in OTEX in Q4 2025 and held it in 2 quarters. The position peaked at $586 in Q4 2025. 71 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Ares Financial Consulting reported no remaining Open Text position as of Q2 2026 after selling out during the quarter.
  • Ares Financial Consulting sold 18 Open Text shares in Q2 2026, an estimated $406.
  • Ares Financial Consulting first reported a position in Open Text in Q4 2025 and held it in 2 quarters.
  • Ares Financial Consulting's Open Text position peaked at $586 in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.