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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Bridges Investment Management's OTEX Position: Q1 2026 in Review

Bridges Investment Management sold out of Open Text (OTEX) in Q1 2026, closing a stake of 19,620 shares — an estimated $639K sold.

Bridges Investment Management first reported a position in OTEX in Q2 2024 and held it in 7 quarters. The position peaked at $1.58M in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Bridges Investment Management reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
Bridges Investment Management sold 19,620 Open Text shares in Q1 2026, an estimated $639K.
Bridges Investment Management first reported a position in Open Text in Q2 2024 and held it in 7 quarters.
Bridges Investment Management's Open Text position peaked at $1.58M in Q3 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.