AF
OTEX icon

Avanza Fonder’s Open Text OTEX Stock Holding History

Avanza Fonder’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
-16,453
Closed -$510K – 482
2026
Q1 		$510K Hold
16,453
– – 0.01% 381
2025
Q4 		$735K Hold
16,453
– – 0.02% 384
2025
Q3 		$856K Hold
16,453
– – 0.02% 355
2025
Q2 		$655K Buy
+16,453
New +$447K 0.02% 363

Other funds holding OTEX

VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Avanza Fonder's OTEX Position: Q2 2026 in Review

Avanza Fonder sold out of Open Text (OTEX) in Q2 2026, closing a stake of 16,453 shares — an estimated $510K sold.

Avanza Fonder first reported a position in OTEX in Q2 2025 and held it in 4 quarters. The position peaked at $856K in Q3 2025. 16 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Avanza Fonder reported no remaining Open Text position as of Q2 2026 after selling out during the quarter.
  • Avanza Fonder sold 16,453 Open Text shares in Q2 2026, an estimated $510K.
  • Avanza Fonder first reported a position in Open Text in Q2 2025 and held it in 4 quarters.
  • Avanza Fonder's Open Text position peaked at $856K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.