Evolve Private Wealth’s Open Text OTEX Stock Holding History

Evolve Private Wealth’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	$1.04M	Buy	46,777 +3,993	+9%	+$90.6K	0.06%	271
2026 Q1	$952K	Buy	42,784 +4,309	+11%	+$112K	0.05%	345
2025 Q4	$1.25M	Buy	+38,475	New	+$1.37M	0.07%	245

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

Evolve Private Wealth's OTEX Position: Q2 2026 in Review

Evolve Private Wealth increased its Open Text (OTEX) stake by 9.3% in Q2 2026, buying an estimated $90.6K and bringing the position to 46,777 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #271.

Evolve Private Wealth first reported a position in OTEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Evolve Private Wealth held 46,777 shares of Open Text worth $1.04M as of Q2 2026.
Evolve Private Wealth bought 3,993 Open Text shares in Q2 2026, an estimated $90.6K.
Open Text made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #271 holding.
Evolve Private Wealth first reported a position in Open Text in Q4 2025 and has held it in 3 quarters since.
Evolve Private Wealth's Open Text position peaked at $1.25M in Q4 2025.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.