CIBC Private Wealth Group’s Open Text OTEX Stock Holding History

CIBC Private Wealth Group’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 Q4	–	Sell	-872	Closed	-$32.6K	–	3512
2025 Q3	$32.6K	Buy	+872	New	+$28K	﹤0.01%	1976
2025 Q2	–	Sell	-3,762	Closed	-$87.6K	–	3247
2025 Q1	$87.6K	Hold	3,762	–	–	﹤0.01%	1408
2024 Q4	$105K	Buy	+3,762	New	+$116K	﹤0.01%	1399
2024 Q3	–	Sell	-182	Closed	-$5.64K	–	3252
2024 Q2	$5.64K	Buy	182 +32	+21%	+$1.03K	﹤0.01%	2477
2024 Q1	$5.76K	Buy	+150	New	+$6.04K	﹤0.01%	2461
2018 Q3	–	Sell	-288	Closed	-$10K	–	1476
2018 Q2	$10K	Buy	+288	New	+$10.1K	﹤0.01%	1567

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

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

CIBC Private Wealth Group's OTEX Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Open Text (OTEX) in Q4 2025, closing a stake of 872 shares — an estimated $32.6K sold.

CIBC Private Wealth Group first reported a position in OTEX in Q2 2018 and held it in 6 quarters. The position peaked at $105K in Q4 2024. 300 funds tracked by Wall St. Rank hold OTEX as of Q4 2025.

CIBC Private Wealth Group reported no remaining Open Text position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 872 Open Text shares in Q4 2025, an estimated $32.6K.
CIBC Private Wealth Group first reported a position in Open Text in Q2 2018 and held it in 6 quarters.
CIBC Private Wealth Group's Open Text position peaked at $105K in Q4 2024.
300 funds tracked by Wall St. Rank held Open Text as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.