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Mondrian Investment Partners’s Open Text OTEX Stock Holding History

Mondrian Investment Partners’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 		– Sell
-587
Closed -$18.2K – 117
2026
Q1 		$18.2K Hold
587
– – ﹤0.01% 100
2025
Q4 		$26.2K Hold
587
– – ﹤0.01% 97
2025
Q3 		$30.5K Buy
+587
New +$18.8K ﹤0.01% 93
2025
Q1 		$8.64K Hold
238
– – ﹤0.01% 96
2024
Q4 		$10.2K Sell
238
-233
-49% -$7.17K ﹤0.01% 97
2024
Q3 		$21.2K Hold
471
– – ﹤0.01% 95
2024
Q2 		$20.5K Hold
471
– – ﹤0.01% 94
2024
Q1 		$24.8K Hold
471
– – ﹤0.01% 94
2023
Q4 		$26.2K Hold
471
– – ﹤0.01% 95
2023
Q3 		$22.5K Hold
471
– – ﹤0.01% 88
2023
Q2 		$19.6K Hold
471
– – ﹤0.01% 86
2023
Q1 		$18.1K Hold
471
– – ﹤0.01% 88
2022
Q4 		$19K Buy
+471
New +$13.4K ﹤0.01% 90

Other funds holding OTEX

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mondrian Investment Partners's OTEX Position: Q2 2026 in Review

Mondrian Investment Partners sold out of Open Text (OTEX) in Q2 2026, closing a stake of 587 shares — an estimated $18.2K sold.

Mondrian Investment Partners first reported a position in OTEX in Q4 2022 and held it in 13 quarters. The position peaked at $30.5K in Q3 2025. 106 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Mondrian Investment Partners reported no remaining Open Text position as of Q2 2026 after selling out during the quarter.
  • Mondrian Investment Partners sold 587 Open Text shares in Q2 2026, an estimated $18.2K.
  • Mondrian Investment Partners first reported a position in Open Text in Q4 2022 and held it in 13 quarters.
  • Mondrian Investment Partners's Open Text position peaked at $30.5K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.