FHA
OTEX icon

First Horizon Advisors’s Open Text OTEX Stock Holding History

First Horizon Advisors’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
Q2 		$15.7K Buy
+537
New +$14.6K ﹤0.01% 1508
2022
Q4 		– Sell
-98
Closed -$2K – 2509
2022
Q3 		$2K Sell
98
-330
-77% -$11.7K ﹤0.01% 2022
2022
Q2 		$15K Sell
428
-152
-26% -$6.02K ﹤0.01% 1407
2022
Q1 		$25K Buy
580
+7
+1% +$311 ﹤0.01% 830
2021
Q4 		$27K Buy
573
+48
+9% +$2.36K ﹤0.01% 1175
2021
Q3 		$25K Sell
525
-9
-2% -$469 ﹤0.01% 1197
2021
Q2 		$27K Buy
534
+23
+5% +$1.11K ﹤0.01% 1006
2021
Q1 		$24K Buy
511
+51
+11% +$2.39K ﹤0.01% 1012
2020
Q4 		$21K Sell
460
-283
-38% -$12.1K ﹤0.01% 881
2020
Q3 		$30K Sell
743
-113
-13% -$4.94K ﹤0.01% 691
2020
Q2 		$36K Sell
856
-122
-12% -$4.84K ﹤0.01% 615
2020
Q1 		$34K Hold
978
– – ﹤0.01% 562
2019
Q4 		$42K Sell
978
-90
-8% -$3.78K ﹤0.01% 611
2019
Q3 		$44K Buy
1,068
+71
+7% +$2.89K ﹤0.01% 588
2019
Q2 		$41K Buy
997
+53
+6% +$2.11K ﹤0.01% 622
2019
Q1 		$36K Buy
944
+207
+28% +$7.57K ﹤0.01% 612
2018
Q4 		$24K Buy
737
+104
+16% +$3.51K ﹤0.01% 723
2018
Q3 		$24K Sell
633
-212
-25% -$8.09K ﹤0.01% 819
2018
Q2 		$30K Buy
845
+132
+19% +$4.64K ﹤0.01% 753
2018
Q1 		$25K Sell
713
-109
-13% -$3.8K ﹤0.01% 717
2017
Q4 		$29K Hold
822
– – ﹤0.01% 691
2017
Q3 		$27K Buy
822
+56
+7% +$1.81K ﹤0.01% 683
2017
Q2 		$24K Buy
766
+280
+58% +$9.23K ﹤0.01% 713
2017
Q1 		$17K Buy
486
+78
+19% +$2.59K ﹤0.01% 860
2016
Q4 		$13K Hold
408
– – ﹤0.01% 927
2016
Q3 		$13K Buy
+408
New +$12.7K ﹤0.01% 919

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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

First Horizon Advisors's OTEX Position: Q2 2025 in Review

First Horizon Advisors opened a new position in Open Text (OTEX) in Q2 2025: 537 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings. This is a return to the name: First Horizon Advisors previously reported a position in OTEX as recently as Q3 2022.

First Horizon Advisors first reported a position in OTEX in Q3 2016 and has held it in 26 quarters since. The position peaked at $44K in Q3 2019. 272 funds tracked by Wall St. Rank hold OTEX as of Q2 2025.

  • First Horizon Advisors held 537 shares of Open Text worth $15.7K as of Q2 2025.
  • Open Text was a new First Horizon Advisors position in Q2 2025.
  • Open Text made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1508 holding.
  • First Horizon Advisors first reported a position in Open Text in Q3 2016 and has held it in 26 quarters since.
  • First Horizon Advisors's Open Text position peaked at $44K in Q3 2019.
  • 272 funds tracked by Wall St. Rank held Open Text as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.