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OTEX icon

NewEdge Advisors’s Open Text OTEX Stock Holding History

NewEdge Advisors’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
Q1 		$3.58K Sell
161
-22,633
-99% -$588K ﹤0.01% 3673
2025
Q4 		$743K Sell
22,794
-239
-1% -$8.52K ﹤0.01% 1672
2025
Q3 		$861K Sell
23,033
-618
-3% -$19.8K ﹤0.01% 1482
2025
Q2 		$691K Sell
23,651
-110
-0.5% -$2.99K ﹤0.01% 1505
2025
Q1 		$600K Sell
23,761
-168
-0.7% -$4.61K ﹤0.01% 1482
2024
Q4 		$678K Sell
23,929
-619
-3% -$19.1K ﹤0.01% 1368
2024
Q3 		$817K Buy
24,548
+24,394
+15,840% +$768K 0.01% 1195
2024
Q2 		$4.62K Sell
154
-21
-12% -$674 ﹤0.01% 3120
2024
Q1 		$6.79K Buy
175
+120
+218% +$4.83K ﹤0.01% 3031
2023
Q4 		$2.32K Buy
55
+51
+1,275% +$1.91K ﹤0.01% 3311
2023
Q3 		$140 Sell
4
-10,094
-100% -$395K ﹤0.01% 3344
2023
Q2 		$420K Buy
10,098
+873
+9% +$35K ﹤0.01% 1273
2023
Q1 		$356K Buy
9,225
+9,221
+230,525% +$319K ﹤0.01% 1290
2022
Q4 		$0 Buy
+4
New +$113 ﹤0.01% 4175
2022
Q3 		– Sell
-6,858
Closed -$259K – 1623
2022
Q2 		$259K Buy
+6,858
New +$272K ﹤0.01% 1273

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return