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
Q2 		$238K Sell
10,759
-632
-6% -$14.3K ﹤0.01% 2396
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 $199B AUM 37.98% 1-Year Est. Return
Fidelity International
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)
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Focus Partners Wealth's OTEX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Open Text (OTEX) stake by 5.5% in Q2 2026, selling an estimated $14.3K and leaving 10,759 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Focus Partners Wealth first reported a position in OTEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q4 2025. 270 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Focus Partners Wealth held 10,759 shares of Open Text worth $238K as of Q2 2026.
  • Focus Partners Wealth sold 632 Open Text shares in Q2 2026, an estimated $14.3K.
  • Open Text made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2396 holding.
  • Focus Partners Wealth first reported a position in Open Text in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Open Text position peaked at $373K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

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