CVA Family Office’s Open Text OTEX Stock Holding History

CVA Family Office’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 Q1	$979	Buy	+44	New	+$1.14K	﹤0.01%	1656
2025 Q4	–	Sell	-38	Closed	-$1.42K	–	1348
2025 Q3	$1.42K	Buy	+38	New	+$1.22K	﹤0.01%	1060
2025 Q1	–	Sell	-68	Closed	-$1.93K	–	1444
2024 Q4	$1.93K	Buy	68 +3	+5%	+$92	﹤0.01%	996
2024 Q3	$2.16K	Buy	+65	New	+$2.05K	﹤0.01%	968
2024 Q2	–	Sell	-58	Closed	-$2.25K	–	1295
2024 Q1	$2.25K	Hold	58	–	–	﹤0.01%	921
2023 Q4	$2.44K	Buy	+58	New	+$2.18K	﹤0.01%	885
2023 Q3	–	Sell	-39	Closed	-$1.62K	–	726
2023 Q2	$1.62K	Buy	+39	New	+$1.57K	﹤0.01%	897

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CVA Family Office's OTEX Position: Q1 2026 in Review

CVA Family Office opened a new position in Open Text (OTEX) in Q1 2026: 44 shares worth $979. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings. This is a return to the name: CVA Family Office previously reported a position in OTEX as recently as Q3 2025.

CVA Family Office first reported a position in OTEX in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.44K in Q4 2023. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

CVA Family Office held 44 shares of Open Text worth $979 as of Q1 2026.
Open Text was a new CVA Family Office position in Q1 2026.
Open Text made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1656 holding.
CVA Family Office first reported a position in Open Text in Q2 2023 and has held it in 7 quarters since.
CVA Family Office's Open Text position peaked at $2.44K in Q4 2023.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.