OSAM
EFXT

O'Shaughnessy Asset Management’s Enerflex EFXT Stock Holding History

O'Shaughnessy Asset Management’s Portfolio EFXT Stock Details EFXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1M Sell
627,976
-803,731
-56% -$15.3M 0.07% 323
2025
Q4 		$22.1M Sell
1,431,707
-166,604
-10% -$2.22M 0.12% 181
2025
Q3 		$17.2M Buy
1,598,311
+221,217
+16% +$2.05M 0.1% 228
2025
Q2 		$10.9M Buy
1,377,094
+930,679
+208% +$6.66M 0.07% 285
2025
Q1 		$3.45M Buy
+446,415
New +$3.95M 0.03% 527

Other funds holding EFXT

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

O'Shaughnessy Asset Management's EFXT Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Enerflex (EFXT) stake by 56% in Q1 2026, selling an estimated $15.3M and leaving 627,976 shares worth $13.1M. The position accounts for 0.07% of the portfolio, ranked #323.

O'Shaughnessy Asset Management first reported a position in EFXT in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.1M in Q4 2025. 161 funds tracked by Wall St. Rank hold EFXT as of Q1 2026.

  • O'Shaughnessy Asset Management held 627,976 shares of Enerflex worth $13.1M as of Q1 2026.
  • O'Shaughnessy Asset Management sold 803,731 Enerflex shares in Q1 2026, an estimated $15.3M.
  • Enerflex made up 0.07% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #323 holding.
  • O'Shaughnessy Asset Management first reported a position in Enerflex in Q1 2025 and has held it in 5 quarters since.
  • O'Shaughnessy Asset Management's Enerflex position peaked at $22.1M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Enerflex as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.