Atria Investments’s Open Text OTEX Stock Holding History

Atria Investments’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	$386K	Buy	17,423 +4,462	+34%	+$101K	﹤0.01%	1679
2026 Q1	$288K	Buy	12,961 +3,310	+34%	+$85.9K	﹤0.01%	1781
2025 Q4	$314K	Sell	9,651 -19	-0.2%	-$677	﹤0.01%	1720
2025 Q3	$361K	Sell	9,670 -662	-6%	-$21.2K	﹤0.01%	1611
2025 Q2	$302K	Buy	+10,332	New	+$281K	﹤0.01%	1708
2020 Q1	–	Sell	-4,892	Closed	-$216K	–	990
2019 Q4	$216K	Buy	+4,892	New	+$206K	0.01%	1123
2019 Q2	–	Sell	-5,928	Closed	-$228K	–	1053
2019 Q1	$228K	Buy	+5,928	New	+$217K	0.01%	816

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

Atria Investments's OTEX Position: Q2 2026 in Review

Atria Investments increased its Open Text (OTEX) stake by 34% in Q2 2026, buying an estimated $101K and bringing the position to 17,423 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Atria Investments first reported a position in OTEX in Q1 2019 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Atria Investments held 17,423 shares of Open Text worth $386K as of Q2 2026.
Atria Investments bought 4,462 Open Text shares in Q2 2026, an estimated $101K.
Open Text made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1679 holding.
Atria Investments first reported a position in Open Text in Q1 2019 and has held it in 7 quarters since.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.