Legacy Wealth Asset Management’s Open Text OTEX Stock Holding History

Legacy Wealth 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 Q2	$475K	Buy	21,435 +595	+3%	+$13.5K	0.1%	274
2026 Q1	$463K	Buy	20,840 +659	+3%	+$17.1K	0.11%	268
2025 Q4	$657K	Sell	20,181 -238	-1%	-$8.48K	0.16%	205
2025 Q3	$763K	Buy	20,419 +237	+1%	+$7.6K	0.19%	165
2025 Q2	$589K	Buy	20,182 +224	+1%	+$6.09K	0.15%	214
2025 Q1	$504K	Buy	19,958 +4,105	+26%	+$113K	0.14%	243
2024 Q4	$449K	Sell	15,853 -3,721	-19%	-$115K	0.12%	252
2024 Q3	$651K	Buy	+19,574	New	+$617K	0.17%	190
2022 Q4	–	Sell	-12,209	Closed	-$323K	–	341
2022 Q3	$323K	Buy	+12,209	New	+$431K	0.14%	252

Other funds holding OTEX

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Legacy Wealth Asset Management's OTEX Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Open Text (OTEX) stake by 2.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 21,435 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #274.

Legacy Wealth Asset Management first reported a position in OTEX in Q3 2022 and has held it in 9 quarters since. The position peaked at $763K in Q3 2025. 270 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Legacy Wealth Asset Management held 21,435 shares of Open Text worth $475K as of Q2 2026.
Legacy Wealth Asset Management bought 595 Open Text shares in Q2 2026, an estimated $13.5K.
Open Text made up 0.1% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #274 holding.
Legacy Wealth Asset Management first reported a position in Open Text in Q3 2022 and has held it in 9 quarters since.
Legacy Wealth Asset Management's Open Text position peaked at $763K in Q3 2025.
270 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.