Bruce G. Allen Investments’s Open Text OTEX Stock Holding History

Bruce G. Allen Investments’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	-52	Closed	-$1.69K	–	1133
2025 Q4	$1.69K	Hold	52	–	–	﹤0.01%	720
2025 Q3	$1.94K	Hold	52	–	–	﹤0.01%	707
2025 Q2	$1.52K	Buy	+52	New	+$1.41K	﹤0.01%	754
2025 Q1	–	Sell	-28	Closed	-$793	–	1121
2024 Q4	$793	Hold	28	–	–	﹤0.01%	868
2024 Q3	$932	Hold	28	–	–	﹤0.01%	831
2024 Q2	$841	Buy	+28	New	+$898	﹤0.01%	790

Other funds holding OTEX

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 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

Bruce G. Allen Investments's OTEX Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of Open Text (OTEX) in Q1 2026, closing a stake of 52 shares — an estimated $1.69K sold.

Bruce G. Allen Investments first reported a position in OTEX in Q2 2024 and held it in 6 quarters. The position peaked at $1.94K in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Bruce G. Allen Investments reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
Bruce G. Allen Investments sold 52 Open Text shares in Q1 2026, an estimated $1.69K.
Bruce G. Allen Investments first reported a position in Open Text in Q2 2024 and held it in 6 quarters.
Bruce G. Allen Investments's Open Text position peaked at $1.94K in Q3 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.