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Criteria Caixa’s Open Text OTEX Stock Holding History

Criteria Caixa’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
-1,161,369
Closed -$32.9M – 19
2024
Q4 		$32.9M Hold
1,161,369
– – 4.71% 10
2024
Q3 		$38.7M Buy
1,161,369
+287,570
+33% +$9.06M 5.34% 10
2024
Q2 		$26.2M Buy
873,799
+167,000
+24% +$5.36M 3.5% 12
2024
Q1 		$27.4M Buy
706,799
+61,500
+10% +$2.47M 2.95% 13
2023
Q4 		$27.1M Hold
645,299
– – 3.06% 13
2023
Q3 		$22.6M Hold
645,299
– – 2.82% 15
2023
Q2 		$26.8M Hold
645,299
– – 3.24% 14
2023
Q1 		$24.9M Hold
645,299
– – 3.04% 15
2022
Q4 		$19.1M Hold
645,299
– – 2.45% 16
2022
Q3 		$17.1M Buy
645,299
+22,500
+4% +$795K 2.48% 17
2022
Q2 		$23.6M Buy
622,799
+15,000
+2% +$594K 3.2% 11
2022
Q1 		$25.8M Buy
607,799
+50,000
+9% +$2.22M 3.02% 12
2021
Q4 		$26.5M Buy
557,799
+175,009
+46% +$8.6M 3.32% 13
2021
Q3 		$18.7M Buy
382,790
+25,000
+7% +$1.3M 2.66% 16
2021
Q2 		$18.2M Buy
357,790
+216,423
+153% +$10.5M 2.69% 15
2021
Q1 		$6.74M Buy
141,367
+134,667
+2,010% +$6.3M 1.09% 19
2020
Q4 		$305K Buy
+6,700
New +$286K 0.06% 39

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return