Cornerstone Financial Management’s Open Text OTEX Stock Holding History

Cornerstone Financial Management’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	$1.77K	Buy	80 +57	+248%	+$1.29K	﹤0.01%	882
2026 Q1	$512	Sell	23 -88	-79%	-$2.29K	﹤0.01%	1188
2025 Q4	$3.62K	Buy	+111	New	+$3.96K	﹤0.01%	506

Other funds holding OTEX

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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) 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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Cornerstone Financial Management's OTEX Position: Q2 2026 in Review

Cornerstone Financial Management increased its Open Text (OTEX) stake by 248% in Q2 2026, buying an estimated $1.29K and bringing the position to 80 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Cornerstone Financial Management first reported a position in OTEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.62K in Q4 2025. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Cornerstone Financial Management held 80 shares of Open Text worth $1.77K as of Q2 2026.
Cornerstone Financial Management bought 57 Open Text shares in Q2 2026, an estimated $1.29K.
Open Text made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #882 holding.
Cornerstone Financial Management first reported a position in Open Text in Q4 2025 and has held it in 3 quarters since.
Cornerstone Financial Management's Open Text position peaked at $3.62K in Q4 2025.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.