Kayne Anderson Rudnick Investment Management’s Open Text OTEX Stock Holding History

Kayne Anderson Rudnick Investment 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	–	Sell	-39	Closed	-$1.27K	–	1015
2025 Q4	$1.27K	Hold	39	–	–	﹤0.01%	854
2025 Q3	$1.46K	Hold	39	–	–	﹤0.01%	852
2025 Q2	$1.14K	Hold	39	–	–	﹤0.01%	914
2025 Q1	$985	Sell	39 -82	-68%	-$2.25K	﹤0.01%	860
2024 Q4	$3.44K	Hold	121	–	–	﹤0.01%	768
2024 Q3	$4.04K	Hold	121	–	–	﹤0.01%	744
2024 Q2	$3.64K	Hold	121	–	–	﹤0.01%	704
2024 Q1	$4.71K	Sell	121 -6	-5%	-$241	﹤0.01%	681
2023 Q4	$5.35K	Buy	127 +61	+92%	+$2.29K	﹤0.01%	661
2023 Q3	$2.32K	Hold	66	–	–	﹤0.01%	672
2023 Q2	$2.74K	Buy	66 +60	+1,000%	+$2.41K	﹤0.01%	656
2023 Q1	$231	Buy	+6	New	+$207	﹤0.01%	709
2018 Q2	–	Sell	-72,928	Closed	-$2.54M	–	348
2018 Q1	$2.54M	Sell	72,928 -1,186	-2%	-$41.4K	0.02%	231
2017 Q4	$2.64M	Buy	74,114 +1,241	+2%	+$41.4K	0.02%	235
2017 Q3	$2.35M	Buy	72,873 +13,155	+22%	+$426K	0.02%	242
2017 Q2	$1.88M	Buy	+59,718	New	+$1.97M	0.02%	259

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

Kayne Anderson Rudnick Investment Management's OTEX Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management sold out of Open Text (OTEX) in Q1 2026, closing a stake of 39 shares — an estimated $1.27K sold.

Kayne Anderson Rudnick Investment Management first reported a position in OTEX in Q2 2017 and held it in 16 quarters. The position peaked at $2.64M in Q4 2017. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Kayne Anderson Rudnick Investment Management reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 39 Open Text shares in Q1 2026, an estimated $1.27K.
Kayne Anderson Rudnick Investment Management first reported a position in Open Text in Q2 2017 and held it in 16 quarters.
Kayne Anderson Rudnick Investment Management's Open Text position peaked at $2.64M in Q4 2017.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.