Callan Family Office’s Open Text OTEX Stock Holding History

Callan Family Office’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	$509K	Sell	22,866 -124	-0.5%	-$3.22K	0.01%	764
2025 Q4	$749K	Buy	+22,990	New	+$819K	0.02%	637
2025 Q3	–	Sell	-8,560	Closed	-$250K	–	921
2025 Q2	$250K	Buy	+8,560	New	+$233K	0.01%	828
2024 Q4	–	Sell	-8,560	Closed	-$285K	–	631
2024 Q3	$285K	Hold	8,560	–	–	0.05%	145
2024 Q2	$257K	Buy	+8,560	New	+$275K	0.05%	133

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

Callan Family Office's OTEX Position: Q1 2026 in Review

Callan Family Office reduced its Open Text (OTEX) stake by 0.54% in Q1 2026, selling an estimated $3.22K and leaving 22,866 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #764.

Callan Family Office first reported a position in OTEX in Q2 2024 and has held it in 5 quarters since. The position peaked at $749K in Q4 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Callan Family Office held 22,866 shares of Open Text worth $509K as of Q1 2026.
Callan Family Office sold 124 Open Text shares in Q1 2026, an estimated $3.22K.
Open Text made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #764 holding.
Callan Family Office first reported a position in Open Text in Q2 2024 and has held it in 5 quarters since.
Callan Family Office's Open Text position peaked at $749K in Q4 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.