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 Q3	$724K	Sell	32,229 -161	-0.5%	-$3.82K	0.06%	135
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

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Guardian Partners's OTEX Position: Q3 2026 in Review

Guardian Partners reduced its Open Text (OTEX) stake by 0.5% in Q3 2026, selling an estimated $3.82K and leaving 32,229 shares worth $724K. The position accounts for 0.06% of the portfolio, ranked #135.

Guardian Partners first reported a position in OTEX in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.96M in Q3 2025. 44 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

Guardian Partners held 32,229 shares of Open Text worth $724K as of Q3 2026.
Guardian Partners sold 161 Open Text shares in Q3 2026, an estimated $3.82K.
Open Text made up 0.06% of Guardian Partners's portfolio in Q3 2026, its #135 holding.
Guardian Partners first reported a position in Open Text in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Open Text position peaked at $7.96M in Q3 2025.
44 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.