Focus Partners Wealth
OTEX icon

Focus Partners Wealth’s Open Text OTEX Stock Holding History

Focus Partners 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
Q1 		$253K Sell
11,391
-67
-0.6% -$1.74K ﹤0.01% 2286
2025
Q4 		$373K Buy
+11,458
New +$408K ﹤0.01% 2101

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
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
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

Focus Partners Wealth's OTEX Position: Q1 2026 in Review

Focus Partners Wealth reduced its Open Text (OTEX) stake by 0.58% in Q1 2026, selling an estimated $1.74K and leaving 11,391 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Focus Partners Wealth first reported a position in OTEX in Q4 2025 and has held it in 2 quarters since. The position peaked at $373K in Q4 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • Focus Partners Wealth held 11,391 shares of Open Text worth $253K as of Q1 2026.
  • Focus Partners Wealth sold 67 Open Text shares in Q1 2026, an estimated $1.74K.
  • Open Text made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2286 holding.
  • Focus Partners Wealth first reported a position in Open Text in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Open Text position peaked at $373K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.