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Beutel, Goodman & Co’s Open Text OTEX Stock Holding History

Beutel, Goodman & Co’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 		$114M Sell
5,118,468
-449,329
-8% -$11.7M 0.77% 54
2025
Q4 		$182M Sell
5,567,797
-446,707
-7% -$15.9M 1.12% 42
2025
Q3 		$225M Sell
6,014,504
-478,629
-7% -$15.3M 1.35% 37
2025
Q2 		$189M Sell
6,493,133
-222,591
-3% -$6.05M 1.08% 43
2025
Q1 		$169M Sell
6,715,724
-826,848
-11% -$22.7M 0.98% 46
2024
Q4 		$213M Sell
7,542,572
-804,503
-10% -$24.8M 1.16% 43
2024
Q3 		$278M Sell
8,347,075
-110,402
-1% -$3.48M 1.37% 39
2024
Q2 		$254M Sell
8,457,477
-90,049
-1% -$2.89M 1.35% 37
2024
Q1 		$332M Sell
8,547,526
-113,726
-1% -$4.58M 1.71% 26
2023
Q4 		$366M Buy
8,661,252
+782,885
+10% +$29.4M 1.94% 20
2023
Q3 		$278M Sell
7,878,367
-735,360
-9% -$28.8M 1.64% 24
2023
Q2 		$359M Sell
8,613,727
-1,486,523
-15% -$59.7M 2.01% 18
2023
Q1 		$389M Sell
10,100,250
-50,859
-0.5% -$1.76M 2.29% 15
2022
Q4 		$301M Buy
10,151,109
+978,838
+11% +$27.8M 1.82% 20
2022
Q3 		$244M Sell
9,172,271
-192,590
-2% -$6.8M 1.65% 26
2022
Q2 		$354M Buy
9,364,861
+667,913
+8% +$26.5M 2.2% 17
2022
Q1 		$369M Sell
8,696,948
-244,867
-3% -$10.9M 2.09% 16
2021
Q4 		$423M Sell
8,941,815
-112,813
-1% -$5.55M 2.42% 14
2021
Q3 		$442M Sell
9,054,628
-168,395
-2% -$8.78M 2.71% 8
2021
Q2 		$467M Buy
9,223,023
+1,221,704
+15% +$59.1M 2.77% 9
2021
Q1 		$381M Sell
8,001,319
-412,477
-5% -$19.3M 2.39% 11
2020
Q4 		$382M Sell
8,413,796
-279,306
-3% -$11.9M 2.59% 11
2020
Q3 		$367M Buy
8,693,102
+798,274
+10% +$34.9M 2.95% 9
2020
Q2 		$335M Buy
7,894,828
+854,346
+12% +$33.9M 2.76% 10
2020
Q1 		$246M Sell
7,040,482
-35,257
-0.5% -$1.49M 2.29% 12
2019
Q4 		$312M Sell
7,075,739
-35,507
-0.5% -$1.49M 1.79% 14
2019
Q3 		$290M Sell
7,111,246
-2,811,409
-28% -$115M 2.02% 14
2019
Q2 		$409M Buy
9,922,655
+39,387
+0.4% +$1.57M 2.97% 12
2019
Q1 		$379M Buy
9,883,268
+17,298
+0.2% +$633K 2.85% 12
2018
Q4 		$322M Sell
9,865,970
-75,815
-0.8% -$2.56M 2.74% 12
2018
Q3 		$378M Sell
9,941,785
-306,327
-3% -$11.7M 2.73% 12
2018
Q2 		$361M Sell
10,248,112
-324,101
-3% -$11.4M 2.66% 12
2018
Q1 		$367M Buy
10,572,213
+26,810
+0.3% +$935K 2.78% 12
2017
Q4 		$377M Sell
10,545,403
-94,382
-0.9% -$3.15M 2.56% 13
2017
Q3 		$342M Sell
10,639,785
-109,475
-1% -$3.54M 2.6% 13
2017
Q2 		$339M Sell
10,749,260
-42,045
-0.4% -$1.39M 3.07% 11
2017
Q1 		$366M Buy
10,791,305
+482,105
+5% +$16M 3.22% 12
2016
Q4 		$318M Buy
10,309,200
+274,900
+3% +$8.57M 2.84% 15
2016
Q3 		$325M Sell
10,034,300
-165,550
-2% -$5.17M 3.14% 14
2016
Q2 		$299M Sell
10,199,850
-3,560
-0% -$101K 3.07% 14
2016
Q1 		$265M Sell
10,203,410
-453,684
-4% -$10.9M 2.93% 14
2015
Q4 		$255M Buy
10,657,094
+7,040
+0.1% +$166K 3.08% 13
2015
Q3 		$238M Sell
10,650,054
-9,450
-0.1% -$204K 2.61% 15
2015
Q2 		$240M Buy
10,659,504
+1,381,090
+15% +$33.3M 2.03% 18
2015
Q1 		$245M Sell
9,278,414
-8,400
-0.1% -$240K 2.35% 16
2014
Q4 		$271M Buy
9,286,814
+80,970
+0.9% +$2.3M 2.41% 16
2014
Q3 		$254M Buy
9,205,844
+1,182,676
+15% +$31.6M 2.22% 16
2014
Q2 		$192M Buy
8,023,168
+1,669,380
+26% +$39.6M 1.63% 18
2014
Q1 		$185M Buy
6,353,788
+61,760
+1% +$1.5M 1.43% 18
2013
Q4 		$163M Sell
6,292,028
-3,370,320
-35% -$69.6M 1.42% 19
2013
Q3 		$181M Buy
9,662,348
+441,180
+5% +$7.74M 2% 17
2013
Q2 		$111M Buy
+9,221,168
New +$151M 1.66% 20

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
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)
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 $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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beutel, Goodman & Co's OTEX Position: Q1 2026 in Review

Beutel, Goodman & Co reduced its Open Text (OTEX) stake by 8.1% in Q1 2026, selling an estimated $11.7M and leaving 5,118,468 shares worth $114M. The position accounts for 0.77% of the portfolio, ranked #54.

Beutel, Goodman & Co first reported a position in OTEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $467M in Q2 2021. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • Beutel, Goodman & Co held 5,118,468 shares of Open Text worth $114M as of Q1 2026.
  • Beutel, Goodman & Co sold 449,329 Open Text shares in Q1 2026, an estimated $11.7M.
  • Open Text made up 0.77% of Beutel, Goodman & Co's portfolio in Q1 2026, its #54 holding.
  • Beutel, Goodman & Co first reported a position in Open Text in Q2 2013 and has held it in 52 quarters since.
  • Beutel, Goodman & Co's Open Text position peaked at $467M in Q2 2021.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.