Bordeaux Wealth Advisors’s Open Text OTEX Stock Holding History

Bordeaux Wealth 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
2025 Q2	$536K	Buy	+18,359	New	+$499K	0.07%	84

Other funds holding OTEX

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Bordeaux Wealth Advisors's OTEX Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Open Text (OTEX) in Q2 2025: 18,359 shares worth $536K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings.

272 funds tracked by Wall St. Rank hold OTEX as of Q2 2025.

Bordeaux Wealth Advisors held 18,359 shares of Open Text worth $536K as of Q2 2025.
Open Text was a new Bordeaux Wealth Advisors position in Q2 2025.
Open Text made up 0.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #84 holding.
272 funds tracked by Wall St. Rank held Open Text as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.