Cerity Partners
OTEX icon

Cerity Partners’s Open Text OTEX Stock Holding History

Cerity Partners’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
Q2 		$867K Sell
39,126
-18,155
-32% -$412K ﹤0.01% 2082
2026
Q1 		$1.27M Buy
57,281
+2,481
+5% +$64.4K ﹤0.01% 1726
2025
Q4 		$1.79M Buy
54,800
+3,680
+7% +$131K ﹤0.01% 1415
2025
Q3 		$1.91M Buy
51,120
+2,117
+4% +$67.9K ﹤0.01% 1312
2025
Q2 		$1.43M Buy
49,003
+1,612
+3% +$43.8K ﹤0.01% 1356
2025
Q1 		$1.2M Buy
47,391
+14,109
+42% +$387K ﹤0.01% 1351
2024
Q4 		$969K Sell
33,282
-1,025
-3% -$31.5K ﹤0.01% 1426
2024
Q3 		$1.14M Buy
34,307
+3,844
+13% +$121K ﹤0.01% 1339
2024
Q2 		$915K Sell
30,463
-5,241
-15% -$168K ﹤0.01% 1265
2024
Q1 		$1.35M Buy
35,704
+7,104
+25% +$286K ﹤0.01% 1138
2023
Q4 		$1.2M Buy
+28,600
New +$1.07M ﹤0.01% 921
2023
Q3 		– Sell
-14,492
Closed -$602K – 1627
2023
Q2 		$602K Buy
14,492
+467
+3% +$18.7K ﹤0.01% 1102
2023
Q1 		$2.41M Buy
14,025
+1,361
+11% +$47K 0.01% 670
2022
Q4 		$375K Buy
+12,664
New +$359K ﹤0.01% 1064
2022
Q3 		– Sell
-7,822
Closed -$296K – 1236
2022
Q2 		$296K Buy
7,822
+1,331
+21% +$52.7K ﹤0.01% 911
2022
Q1 		$275K Sell
6,491
-45
-0.7% -$2K ﹤0.01% 756
2021
Q4 		$312K Buy
+6,536
New +$321K ﹤0.01% 751

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Cerity Partners's OTEX Position: Q2 2026 in Review

Cerity Partners reduced its Open Text (OTEX) stake by 32% in Q2 2026, selling an estimated $412K and leaving 39,126 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Cerity Partners first reported a position in OTEX in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.41M in Q1 2023. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Cerity Partners held 39,126 shares of Open Text worth $867K as of Q2 2026.
  • Cerity Partners sold 18,155 Open Text shares in Q2 2026, an estimated $412K.
  • Open Text made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2082 holding.
  • Cerity Partners first reported a position in Open Text in Q4 2021 and has held it in 17 quarters since.
  • Cerity Partners's Open Text position peaked at $2.41M in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.