Nexus Investment Management’s Open Text OTEX Stock Holding History

Nexus Investment Management’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 Q4	–	Sell	-17,890	Closed	-$669K	–	71
2025 Q3	$669K	Hold	17,890	–	–	0.09%	32
2025 Q2	$522K	Hold	17,890	–	–	0.08%	36
2025 Q1	$650K	Sell	17,890 -45,240	-72%	-$1.24M	0.07%	38
2024 Q4	$1.78M	Hold	63,130	–	–	0.18%	44
2024 Q3	$2.1M	Hold	63,130	–	–	0.21%	42
2024 Q2	$1.9M	Hold	63,130	–	–	0.2%	41
2024 Q1	$2.45M	Hold	63,130	–	–	0.24%	43
2023 Q4	$2.66M	Hold	63,130	–	–	0.28%	39
2023 Q3	$2.22M	Sell	63,130 -600	-0.9%	-$23.5K	0.25%	40
2023 Q2	$2.65M	Buy	63,730 +600	+1%	+$24.1K	0.29%	39
2023 Q1	$2.43M	Hold	63,130	–	–	0.27%	39
2022 Q4	$1.87M	Hold	63,130	–	–	0.21%	43
2022 Q3	$1.68M	Buy	63,130 +4,000	+7%	+$141K	0.21%	43
2022 Q2	$2.24M	Hold	59,130	–	–	0.26%	39
2022 Q1	$2.51M	Hold	59,130	–	–	0.26%	36
2021 Q4	$2.81M	Sell	59,130 -30,000	-34%	-$1.47M	0.29%	36
2021 Q3	$4.33M	Hold	89,130	–	–	0.47%	31
2021 Q2	$4.53M	Sell	89,130 -85	-0.1%	-$4.11K	0.47%	31
2021 Q1	$4.25M	Sell	89,215 -900	-1%	-$42.1K	0.48%	30
2020 Q4	$4.13M	Hold	90,115	–	–	0.53%	30
2020 Q3	$3.81M	Hold	90,115	–	–	0.58%	30
2020 Q2	$3.82M	Hold	90,115	–	–	0.59%	29
2020 Q1	$3.14M	Hold	90,115	–	–	0.55%	30
2019 Q4	$3.97M	Hold	90,115	–	–	0.54%	30
2019 Q3	$3.68M	Hold	90,115	–	–	0.52%	31
2019 Q2	$3.72M	Hold	90,115	–	–	0.51%	31
2019 Q1	$3.46M	Sell	90,115 -1,400	-2%	-$51.2K	0.51%	31
2018 Q4	$2.98M	Sell	91,515 -425	-0.5%	-$14.4K	0.52%	30
2018 Q3	$3.5M	Hold	91,940	–	–	0.5%	31
2018 Q2	$3.24M	Hold	91,940	–	–	0.48%	31
2018 Q1	$3.2M	Sell	91,940 -1,750	-2%	-$61.1K	0.49%	30
2017 Q4	$3.34M	Buy	93,690 +1,400	+2%	+$46.7K	0.5%	30
2017 Q3	$2.98M	Hold	92,290	–	–	0.47%	30
2017 Q2	$2.91M	Hold	92,290	–	–	0.47%	30
2017 Q1	$3.13M	Buy	92,290 +8,590	+10%	+$286K	0.53%	29
2016 Q4	$2.58M	Hold	83,700	–	–	0.44%	33
2016 Q3	$2.71M	Hold	83,700	–	–	0.49%	32
2016 Q2	$2.46M	Hold	83,700	–	–	0.47%	33
2016 Q1	$2.17M	Hold	83,700	–	–	0.41%	36
2015 Q4	$2.01M	Buy	83,700 +31,200	+59%	+$735K	0.4%	37
2015 Q3	$1.17M	Hold	52,500	–	–	0.25%	38
2015 Q2	$1.07M	Hold	52,500	–	–	0.21%	38
2015 Q1	$1.38M	Hold	52,500	–	–	0.27%	36
2014 Q4	$1.53M	Hold	52,500	–	–	0.29%	35
2014 Q3	$1.45M	Hold	52,500	–	–	0.27%	36
2014 Q2	$1.26M	Hold	52,500	–	–	0.23%	37
2014 Q1	$1.25M	Hold	52,500	–	–	0.25%	38
2013 Q4	$1.21M	Buy	52,500 +4,000	+8%	+$82.6K	0.24%	39
2013 Q3	$907K	Buy	48,500 +2,700	+6%	+$47.3K	0.19%	43
2013 Q2	$819K	Buy	+45,800	New	+$748K	0.18%	41

Other funds holding OTEX

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Nexus Investment Management's OTEX Position: Q4 2025 in Review

Nexus Investment Management sold out of Open Text (OTEX) in Q4 2025, closing a stake of 17,890 shares — an estimated $669K sold.

Nexus Investment Management first reported a position in OTEX in Q2 2013 and held it in 50 quarters. The position peaked at $4.53M in Q2 2021. 300 funds tracked by Wall St. Rank hold OTEX as of Q4 2025.

Nexus Investment Management reported no remaining Open Text position as of Q4 2025 after selling out during the quarter.
Nexus Investment Management sold 17,890 Open Text shares in Q4 2025, an estimated $669K.
Nexus Investment Management first reported a position in Open Text in Q2 2013 and held it in 50 quarters.
Nexus Investment Management's Open Text position peaked at $4.53M in Q2 2021.
300 funds tracked by Wall St. Rank held Open Text as of Q4 2025.

Based on Nexus Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.