BFC Planning, Inc.’s Open Text OTEX Stock Holding History

BFC Planning, Inc.’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	$161K	Buy	7,284 +6,625	+1,005%	+$150K	0.01%	1018
2026 Q1	$14.7K	Buy	659 +237	+56%	+$6.15K	﹤0.01%	1848
2025 Q4	$13.7K	Hold	422	–	–	﹤0.01%	1925
2025 Q3	$15.8K	Buy	422 +46	+12%	+$1.48K	﹤0.01%	1696
2025 Q2	$11K	Buy	376 +45	+14%	+$1.22K	﹤0.01%	1758
2025 Q1	$8.36K	Buy	331 +31	+10%	+$851	﹤0.01%	1844
2024 Q4	$8.5K	Buy	+300	New	+$9.23K	﹤0.01%	1826

Other funds holding OTEX

1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 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

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

BFC Planning, Inc.'s OTEX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Open Text (OTEX) stake by 1,005% in Q2 2026, buying an estimated $150K and bringing the position to 7,284 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #1018.

BFC Planning, Inc. first reported a position in OTEX in Q4 2024 and has held it in 7 quarters since. 272 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

BFC Planning, Inc. held 7,284 shares of Open Text worth $161K as of Q2 2026.
BFC Planning, Inc. bought 6,625 Open Text shares in Q2 2026, an estimated $150K.
Open Text made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1018 holding.
BFC Planning, Inc. first reported a position in Open Text in Q4 2024 and has held it in 7 quarters since.
272 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.