NEI
OTEX icon

Northwest & Ethical Investments’s Open Text OTEX Stock Holding History

Northwest & Ethical Investments’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 		$7.09M Buy
318,545
+66,187
+26% +$1.72M 0.16% 134
2025
Q4 		$8.22M Buy
252,358
+4,632
+2% +$165K 0.18% 132
2025
Q3 		$9.27M Buy
247,726
+13,961
+6% +$448K 0.22% 127
2025
Q2 		$6.83M Buy
233,765
+14,471
+7% +$393K 0.17% 154
2025
Q1 		$5.54M Buy
219,294
+16,407
+8% +$450K 0.15% 165
2024
Q4 		$5.73M Buy
202,887
+54,699
+37% +$1.68M 0.16% 171
2024
Q3 		$4.93M Buy
148,188
+9,107
+7% +$287K 0.13% 182
2024
Q2 		$4.18M Buy
+139,081
New +$4.46M 0.12% 194

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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 $570B 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