Capstone Investment Advisors
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Capstone Investment Advisors’s Open Text OTEX Stock Holding History

Capstone Investment Advisors’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
2025
Q1 		– Sell
-8,684
Closed -$246K – 1738
2024
Q4 		$246K Buy
+8,684
New +$267K ﹤0.01% 1540

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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CB
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Capstone Investment Advisors's OTEX Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Open Text (OTEX) in Q1 2025, closing a stake of 8,684 shares — an estimated $246K sold.

Capstone Investment Advisors first reported a position in OTEX in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 266 funds tracked by Wall St. Rank hold OTEX as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Open Text position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,684 Open Text shares in Q1 2025, an estimated $246K.
  • Capstone Investment Advisors first reported a position in Open Text in Q4 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Open Text position peaked at $246K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Open Text as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.