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Lindbrook Capital’s Open Text OTEX Stock Holding History

Lindbrook Capital’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 		$19K Buy
751
+509
+210% +$14K ﹤0.01% 1378
2024
Q4 		$6.85K Sell
242
-78
-24% -$2.4K ﹤0.01% 1838
2024
Q3 		$10.7K Sell
320
-203
-39% -$6.39K ﹤0.01% 1637
2024
Q2 		$15.7K Buy
523
+180
+52% +$5.77K ﹤0.01% 1386
2024
Q1 		$13.3K Sell
343
-56
-14% -$2.25K ﹤0.01% 1407
2023
Q4 		$16.8K Buy
399
+86
+27% +$3.23K ﹤0.01% 1281
2023
Q3 		$11K Hold
313
– – ﹤0.01% 1363
2023
Q2 		$13K Hold
313
– – ﹤0.01% 1316
2023
Q1 		$12.1K Buy
313
+12
+4% +$415 ﹤0.01% 1330
2022
Q4 		$8.92K Sell
301
-272
-47% -$7.71K ﹤0.01% 1494
2022
Q3 		$15K Buy
573
+94
+20% +$3.32K ﹤0.01% 1136
2022
Q2 		$18K Sell
479
-360
-43% -$14.3K ﹤0.01% 1022
2022
Q1 		$36K Sell
839
-283
-25% -$12.6K 0.01% 788
2021
Q4 		$53K Buy
1,122
+529
+89% +$26K 0.01% 694
2021
Q3 		$29K Buy
593
+40
+7% +$2.09K 0.01% 614
2021
Q2 		$28K Sell
553
-43
-7% -$2.08K 0.01% 665
2021
Q1 		$28K Buy
596
+43
+8% +$2.01K 0.01% 625
2020
Q4 		$25K Buy
553
+3
+0.5% +$128 0.01% 611
2020
Q3 		$23K Buy
550
+22
+4% +$962 0.01% 570
2020
Q2 		$22K Buy
528
+146
+38% +$5.79K 0.01% 576
2020
Q1 		$13K Sell
382
-362
-49% -$15.3K ﹤0.01% 687
2019
Q4 		$33K Hold
744
– – 0.01% 569
2019
Q3 		$30K Buy
744
+7
+0.9% +$285 0.01% 574
2019
Q2 		$30K Sell
737
-1,007
-58% -$40.1K 0.01% 574
2019
Q1 		$67K Hold
1,744
– – 0.03% 324
2018
Q4 		$56K Buy
+1,744
New +$58.9K 0.03% 309

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lindbrook Capital's OTEX Position: Q1 2025 in Review

Lindbrook Capital increased its Open Text (OTEX) stake by 210% in Q1 2025, buying an estimated $14K and bringing the position to 751 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Lindbrook Capital first reported a position in OTEX in Q4 2018 and has held it in 26 quarters since. The position peaked at $67K in Q1 2019. 265 funds tracked by Wall St. Rank hold OTEX as of Q1 2025.

  • Lindbrook Capital held 751 shares of Open Text worth $19K as of Q1 2025.
  • Lindbrook Capital bought 509 Open Text shares in Q1 2025, an estimated $14K.
  • Open Text made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1378 holding.
  • Lindbrook Capital first reported a position in Open Text in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Open Text position peaked at $67K in Q1 2019.
  • 265 funds tracked by Wall St. Rank held Open Text as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.