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Birchbrook’s Open Text OTEX Stock Holding History

Birchbrook’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
-81
Closed -$1.8K – 319
2026
Q1 		$1.8K Hold
81
– – ﹤0.01% 260
2025
Q4 		$2.64K Buy
+81
New +$2.89K ﹤0.01% 259

Other funds holding OTEX

VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Birchbrook's OTEX Position: Q2 2026 in Review

Birchbrook sold out of Open Text (OTEX) in Q2 2026, closing a stake of 81 shares — an estimated $1.8K sold.

Birchbrook first reported a position in OTEX in Q4 2025 and held it in 2 quarters. The position peaked at $2.64K in Q4 2025. 53 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Birchbrook reported no remaining Open Text position as of Q2 2026 after selling out during the quarter.
  • Birchbrook sold 81 Open Text shares in Q2 2026, an estimated $1.8K.
  • Birchbrook first reported a position in Open Text in Q4 2025 and held it in 2 quarters.
  • Birchbrook's Open Text position peaked at $2.64K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.