Bridges Investment Management’s Open Text OTEX Stock Holding History

Bridges Investment Management’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	–	Sell	-19,620	Closed	-$639K	–	408
2025 Q4	$639K	Sell	19,620 -22,670	-54%	-$808K	0.01%	274
2025 Q3	$1.58M	Sell	42,290 -10,950	-21%	-$351K	0.02%	206
2025 Q2	$1.55M	Sell	53,240 -2,000	-4%	-$54.4K	0.02%	199
2025 Q1	$1.4M	Hold	55,240	–	–	0.02%	203
2024 Q4	$1.56M	Buy	55,240 +7,910	+17%	+$243K	0.02%	164
2024 Q3	$1.58M	Buy	47,330 +5,760	+14%	+$181K	0.02%	161
2024 Q2	$1.25M	Buy	+41,570	New	+$1.33M	0.02%	168

Other funds holding OTEX

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity International

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

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 $528B AUM 27.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return