Michael Gelband’s Open Text OTEX Stock Holding History

Michael Gelband’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
2024 Q4	–	Sell	-58,848	Closed	-$1.96M	–	1908
2024 Q3	$1.96M	Buy	+58,848	New	+$1.85M	0.01%	741
2024 Q2	–	Sell	-14,998	Closed	-$582K	–	1858
2024 Q1	$582K	Buy	+14,998	New	+$603K	﹤0.01%	1106
2023 Q2	–	Sell	-8,819	Closed	-$340K	–	2148
2023 Q1	$340K	Buy	+8,819	New	+$305K	﹤0.01%	1442
2022 Q4	–	Sell	-90,492	Closed	-$2.39M	–	1997
2022 Q3	$2.39M	Buy	+90,492	New	+$3.2M	0.03%	711
2022 Q1	–	Sell	-5,200	Closed	-$247K	–	2553
2021 Q4	$247K	Sell	5,200 -1,607	-24%	-$79K	﹤0.01%	1734
2021 Q3	$332K	Buy	+6,807	New	+$355K	﹤0.01%	1578
2021 Q1	–	Sell	-13,506	Closed	-$614K	–	2473
2020 Q4	$614K	Buy	13,506 +3,879	+40%	+$166K	0.01%	1119
2020 Q3	$407K	Buy	9,627 +4,183	+77%	+$183K	0.01%	1126
2020 Q2	$231K	Buy	+5,444	New	+$216K	0.01%	1445

Other funds holding OTEX

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Michael Gelband's OTEX Position: Q4 2024 in Review

Michael Gelband sold out of Open Text (OTEX) in Q4 2024, closing a stake of 58,848 shares — an estimated $1.96M sold.

Michael Gelband first reported a position in OTEX in Q2 2020 and held it in 9 quarters. The position peaked at $2.39M in Q3 2022. 280 funds tracked by Wall St. Rank hold OTEX as of Q4 2024.

Michael Gelband reported no remaining Open Text position as of Q4 2024 after selling out during the quarter.
Michael Gelband sold 58,848 Open Text shares in Q4 2024, an estimated $1.96M.
Michael Gelband first reported a position in Open Text in Q2 2020 and held it in 9 quarters.
Michael Gelband's Open Text position peaked at $2.39M in Q3 2022.
280 funds tracked by Wall St. Rank held Open Text as of Q4 2024.

Based on ExodusPoint Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.