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Bridgewater Associates’s Open Text OTEX Stock Holding History

Bridgewater Associates’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 		$1.75M Sell
78,666
-418,379
-84% -$10.9M 0.01% 689
2025
Q4 		$16.2M Sell
497,045
-13,496
-3% -$481K 0.06% 244
2025
Q3 		$19.1M Buy
510,541
+21,675
+4% +$695K 0.07% 208
2025
Q2 		$14.3M Sell
488,866
-2,377
-0.5% -$64.6K 0.06% 221
2025
Q1 		$12.4M Buy
491,243
+317,196
+182% +$8.7M 0.06% 232
2024
Q4 		$4.92M Buy
174,047
+136,321
+361% +$4.2M 0.02% 347
2024
Q3 		$1.26M Buy
+37,726
New +$1.19M 0.01% 567
2023
Q4 		– Sell
-25,085
Closed -$884K – 793
2023
Q3 		$884K Buy
25,085
+6,966
+38% +$273K 0.01% 625
2023
Q2 		$754K Buy
18,119
+1,539
+9% +$61.8K ﹤0.01% 613
2023
Q1 		$639K Sell
16,580
-108,306
-87% -$3.74M ﹤0.01% 616
2022
Q4 		$3.7M Sell
124,886
-2,165
-2% -$61.4K 0.02% 419
2022
Q3 		$3.38M Buy
+127,051
New +$4.49M 0.02% 462
2022
Q2 		– Sell
-138,015
Closed -$5.86M – 1046
2022
Q1 		$5.86M Buy
138,015
+53,936
+64% +$2.4M 0.02% 425
2021
Q4 		$4M Buy
84,079
+17,165
+26% +$844K 0.02% 346
2021
Q3 		$3.27M Buy
66,914
+20,264
+43% +$1.06M 0.02% 357
2021
Q2 		$2.37M Buy
46,650
+8,496
+22% +$411K 0.02% 464
2021
Q1 		$1.82M Buy
38,154
+22,449
+143% +$1.05M 0.02% 285
2020
Q4 		$713K Buy
+15,705
New +$671K 0.01% 428
2020
Q2 		– Sell
-63,460
Closed -$2.19M – 474
2020
Q1 		$2.19M Sell
63,460
-44
-0.1% -$1.86K 0.04% 114
2019
Q4 		$2.8M Sell
63,504
-4
-0% -$168 0.03% 165
2019
Q3 		$2.59M Hold
63,508
– – 0.02% 179
2019
Q2 		$2.63M Hold
63,508
– – 0.02% 187
2019
Q1 		$2.44M Sell
63,508
-20,028
-24% -$732K 0.01% 197
2018
Q4 		$2.72M Sell
83,536
-13,350
-14% -$451K 0.02% 203
2018
Q3 		$3.68M Buy
96,886
+18,351
+23% +$701K 0.04% 140
2018
Q2 		$2.76M Buy
+78,535
New +$2.76M 0.03% 177

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Bridgewater Associates's OTEX Position: Q1 2026 in Review

Bridgewater Associates reduced its Open Text (OTEX) stake by 84% in Q1 2026, selling an estimated $10.9M and leaving 78,666 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #689.

Bridgewater Associates first reported a position in OTEX in Q2 2018 and has held it in 26 quarters since. The position peaked at $19.1M in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • Bridgewater Associates held 78,666 shares of Open Text worth $1.75M as of Q1 2026.
  • Bridgewater Associates sold 418,379 Open Text shares in Q1 2026, an estimated $10.9M.
  • Open Text made up 0.01% of Bridgewater Associates's portfolio in Q1 2026, its #689 holding.
  • Bridgewater Associates first reported a position in Open Text in Q2 2018 and has held it in 26 quarters since.
  • Bridgewater Associates's Open Text position peaked at $19.1M in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.