Empirical Wealth Management’s Open Text OTEX Stock Holding History

Empirical Wealth 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 Q1	–	Sell	-6,403	Closed	-$209K	–	1025
2025 Q4	$209K	Sell	6,403 -8,151	-56%	-$290K	﹤0.01%	851
2025 Q3	$544K	Buy	14,554 +5,615	+63%	+$180K	0.01%	451
2025 Q2	$261K	Buy	+8,939	New	+$243K	0.01%	569

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

Empirical Wealth Management's OTEX Position: Q1 2026 in Review

Empirical Wealth Management sold out of Open Text (OTEX) in Q1 2026, closing a stake of 6,403 shares — an estimated $209K sold.

Empirical Wealth Management first reported a position in OTEX in Q2 2025 and held it in 3 quarters. The position peaked at $544K in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Empirical Wealth Management reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 6,403 Open Text shares in Q1 2026, an estimated $209K.
Empirical Wealth Management first reported a position in Open Text in Q2 2025 and held it in 3 quarters.
Empirical Wealth Management's Open Text position peaked at $544K in Q3 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.