Bell Investment Advisors’s Open Text OTEX Stock Holding History

Bell Investment Advisors’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	$5.67K	Buy	256 +24	+10%	+$544	﹤0.01%	929
2026 Q1	$5.16K	Buy	+232	New	+$6.02K	﹤0.01%	945
2023 Q4	–	Sell	-29	Closed	-$1.02K	–	1968
2023 Q3	$1.02K	Sell	29 -9	-24%	-$352	﹤0.01%	1566
2023 Q2	$1.58K	Hold	38	–	–	﹤0.01%	1410
2023 Q1	$1.47K	Buy	38 +27	+245%	+$933	﹤0.01%	1408
2022 Q4	$326	Hold	11	–	–	﹤0.01%	1920
2022 Q3	$0	Hold	11	–	–	﹤0.01%	1886
2022 Q2	$0	Buy	+11	New	+$436	﹤0.01%	1801
2021 Q4	$6K	Buy	119 +107	+892%	+$5.26K	﹤0.01%	701
2021 Q3	$1K	Buy	+12	New	+$626	﹤0.01%	1499

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

Bell Investment Advisors's OTEX Position: Q2 2026 in Review

Bell Investment Advisors increased its Open Text (OTEX) stake by 10% in Q2 2026, buying an estimated $544 and bringing the position to 256 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Bell Investment Advisors first reported a position in OTEX in Q3 2021 and has held it in 10 quarters since. The position peaked at $6K in Q4 2021. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Bell Investment Advisors held 256 shares of Open Text worth $5.67K as of Q2 2026.
Bell Investment Advisors bought 24 Open Text shares in Q2 2026, an estimated $544.
Open Text made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #929 holding.
Bell Investment Advisors first reported a position in Open Text in Q3 2021 and has held it in 10 quarters since.
Bell Investment Advisors's Open Text position peaked at $6K in Q4 2021.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.