Jupiter Asset Management’s Open Text OTEX Stock Holding History

Jupiter Asset Management’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	$29M	Buy	1,306,385 +1,245,862	+2,058%	+$32.4M	0.15%	168
2025 Q4	$1.97M	Buy	+60,523	New	+$2.16M	0.02%	323
2024 Q1	–	Sell	-129,524	Closed	-$5.47M	–	501
2023 Q4	$5.47M	Sell	129,524 -202,828	-61%	-$7.61M	0.05%	249
2023 Q3	$11.7M	Buy	332,352 +30,888	+10%	+$1.21M	0.13%	185
2023 Q2	$12.5M	Sell	301,464 -284,575	-49%	-$11.4M	0.14%	190
2023 Q1	$22.5M	Buy	586,039 +282,092	+93%	+$9.75M	0.31%	102
2022 Q4	$8.98M	Buy	303,947 +219,229	+259%	+$6.22M	0.13%	187
2022 Q3	$2.25M	Buy	+84,718	New	+$2.99M	0.03%	332
2021 Q2	–	Sell	-416,828	Closed	-$19.8M	–	651
2021 Q1	$19.8M	Buy	416,828 +77,511	+23%	+$3.63M	0.2%	142
2020 Q4	$15.4M	Buy	+339,317	New	+$14.5M	0.16%	172

Other funds holding OTEX

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

First Trust Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return