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 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

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return