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 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 $109B AUM 35.56% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 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

Guardian Partners's OTEX Position: Q1 2026 in Review

Guardian Partners reduced its Open Text (OTEX) stake by 87% in Q1 2026, selling an estimated $5.09M and leaving 29,827 shares worth $664K. The position accounts for 0.06% of the portfolio, ranked #132.

Guardian Partners first reported a position in OTEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.96M in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Guardian Partners held 29,827 shares of Open Text worth $664K as of Q1 2026.
Guardian Partners sold 196,112 Open Text shares in Q1 2026, an estimated $5.09M.
Open Text made up 0.06% of Guardian Partners's portfolio in Q1 2026, its #132 holding.
Guardian Partners first reported a position in Open Text in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's Open Text position peaked at $7.96M in Q3 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.