Aviso Financial’s Open Text OTEX Stock Holding History

Aviso Financial’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	$2.42M	Buy	108,641 +13,213	+14%	+$343K	0.09%	99
2025 Q4	$3.11M	Sell	95,428 -7,618	-7%	-$271K	0.12%	86
2025 Q3	$3.85M	Buy	103,046 +8,875	+9%	+$285K	0.16%	74
2025 Q2	$2.75M	Buy	94,171 +9,269	+11%	+$252K	0.12%	87
2025 Q1	$2.14M	Buy	84,902 +10,453	+14%	+$287K	0.11%	99
2024 Q4	$2.11M	Sell	74,449 -1,427	-2%	-$43.9K	0.11%	93
2024 Q3	$2.53M	Buy	75,876 +6,174	+9%	+$194K	0.13%	86
2024 Q2	$2.08M	Buy	+69,702	New	+$2.24M	0.12%	88

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

Aviso Financial's OTEX Position: Q1 2026 in Review

Aviso Financial increased its Open Text (OTEX) stake by 14% in Q1 2026, buying an estimated $343K and bringing the position to 108,641 shares worth $2.42M. The position accounts for 0.09% of the portfolio, ranked #99.

Aviso Financial first reported a position in OTEX in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.85M in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Aviso Financial held 108,641 shares of Open Text worth $2.42M as of Q1 2026.
Aviso Financial bought 13,213 Open Text shares in Q1 2026, an estimated $343K.
Open Text made up 0.09% of Aviso Financial's portfolio in Q1 2026, its #99 holding.
Aviso Financial first reported a position in Open Text in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Open Text position peaked at $3.85M in Q3 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.