Financial Consulate’s Open Text OTEX Stock Holding History

Financial Consulate’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	$1.59K	Buy	72 +15	+26%	+$340	﹤0.01%	1076
2026 Q1	$1.27K	Buy	+57	New	+$1.48K	﹤0.01%	1070

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

Financial Consulate's OTEX Position: Q2 2026 in Review

Financial Consulate increased its Open Text (OTEX) stake by 26% in Q2 2026, buying an estimated $340 and bringing the position to 72 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Financial Consulate first reported a position in OTEX in Q1 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Financial Consulate held 72 shares of Open Text worth $1.59K as of Q2 2026.
Financial Consulate bought 15 Open Text shares in Q2 2026, an estimated $340.
Open Text made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1076 holding.
Financial Consulate first reported a position in Open Text in Q1 2026 and has held it in 2 quarters since.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.