Guardian Partners’s Open Text OTEX Stock Holding History

Guardian Partners’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	$717K	Buy	32,390 +2,563	+9%	+$58.1K	0.06%	133
2026 Q1	$664K	Sell	29,827 -196,112	-87%	-$5.09M	0.06%	132
2025 Q4	$5.29M	Buy	225,939 +12,064	+6%	+$430K	0.42%	60
2025 Q3	$7.96M	Buy	213,875 +4,681	+2%	+$150K	0.67%	52
2025 Q2	$6.06M	Buy	209,194 +5,768	+3%	+$157K	0.54%	55
2025 Q1	$5.08M	Buy	203,426 +17,654	+10%	+$484K	0.53%	58
2024 Q4	$5.18M	Buy	+185,772	New	+$5.72M	0.53%	59

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

Guardian Partners's OTEX Position: Q2 2026 in Review

Guardian Partners increased its Open Text (OTEX) stake by 8.6% in Q2 2026, buying an estimated $58.1K and bringing the position to 32,390 shares worth $717K. The position accounts for 0.06% of the portfolio, ranked #133.

Guardian Partners first reported a position in OTEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.96M in Q3 2025. 270 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Guardian Partners held 32,390 shares of Open Text worth $717K as of Q2 2026.
Guardian Partners bought 2,563 Open Text shares in Q2 2026, an estimated $58.1K.
Open Text made up 0.06% of Guardian Partners's portfolio in Q2 2026, its #133 holding.
Guardian Partners first reported a position in Open Text in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Open Text position peaked at $7.96M in Q3 2025.
270 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.