Migdal Insurance & Financial Holdings’s Open Text OTEX Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-8,800	Closed	-$249K	–	465
2024 Q4	$249K	Hold	8,800	–	–	﹤0.01%	200
2024 Q3	$293K	Sell	8,800 -200	-2%	-$6.3K	﹤0.01%	202
2024 Q2	$269K	Buy	+9,000	New	+$289K	﹤0.01%	206
2024 Q1	–	Sell	-9,239	Closed	-$391K	–	432
2023 Q4	$391K	Hold	9,239	–	–	0.01%	198
2023 Q3	$323K	Hold	9,239	–	–	0.01%	201
2023 Q2	$377K	Buy	+9,239	New	+$371K	0.01%	198

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 $75B AUM 11.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Migdal Insurance & Financial Holdings's OTEX Position: Q1 2025 in Review

Migdal Insurance & Financial Holdings sold out of Open Text (OTEX) in Q1 2025, closing a stake of 8,800 shares — an estimated $249K sold.

Migdal Insurance & Financial Holdings first reported a position in OTEX in Q2 2023 and held it in 6 quarters. The position peaked at $391K in Q4 2023. 265 funds tracked by Wall St. Rank hold OTEX as of Q1 2025.

Migdal Insurance & Financial Holdings reported no remaining Open Text position as of Q1 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 8,800 Open Text shares in Q1 2025, an estimated $249K.
Migdal Insurance & Financial Holdings first reported a position in Open Text in Q2 2023 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's Open Text position peaked at $391K in Q4 2023.
265 funds tracked by Wall St. Rank held Open Text as of Q1 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.