HSBC Holdings’s Open Text OTEX Stock Holding History

HSBC Holdings’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
2025 Q1	–	Sell	-42,000	Closed	-$1.19M	–	3208
2024 Q4	$1.19M	Sell	42,000 -42,000	-50%	-$1.29M	﹤0.01%	1705
2024 Q3	$2.8M	Hold	84,000	–	–	﹤0.01%	1317
2024 Q2	$2.51M	Hold	84,000	–	–	﹤0.01%	1307
2024 Q1	$3.26M	Buy	+84,000	New	+$3.38M	﹤0.01%	1273

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

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

HSBC Holdings's OTEX Position: Q4 2025 in Review

HSBC Holdings sold out of Open Text (OTEX) in Q4 2025, closing a stake of 588,482 shares — an estimated $22M sold.

HSBC Holdings first reported a position in OTEX in Q4 2013 and held it in 48 quarters. The position peaked at $42.3M in Q3 2021. 300 funds tracked by Wall St. Rank hold OTEX as of Q4 2025.

HSBC Holdings reported no remaining Open Text position as of Q4 2025 after selling out during the quarter.
HSBC Holdings sold 588,482 Open Text shares in Q4 2025, an estimated $22M.
HSBC Holdings first reported a position in Open Text in Q4 2013 and held it in 48 quarters.
HSBC Holdings's Open Text position peaked at $42.3M in Q3 2021.
300 funds tracked by Wall St. Rank held Open Text as of Q4 2025.

Based on HSBC Holdings's 13F filing for Q4 2025, filed 6 Mar 2026.