Pacifica Partners’s Open Text OTEX Stock Holding History

Pacifica 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 Q1	–	Sell	-432	Closed	-$13.7K	–	477
2025 Q4	$13.7K	Buy	+432	New	+$15.4K	0.01%	275
2024 Q4	–	Sell	-800	Closed	-$26.7K	–	500
2024 Q3	$26.7K	Sell	800 -25	-3%	-$787	0.01%	267
2024 Q2	$25.5K	Buy	825 +25	+3%	+$802	0.01%	280
2024 Q1	$31.3K	Hold	800	–	–	0.01%	259
2023 Q4	$32.1K	Buy	+800	New	+$30K	0.02%	251
2022 Q4	–	Sell	-148	Closed	-$4K	–	491
2022 Q3	$4K	Hold	148	–	–	﹤0.01%	390
2022 Q2	$6K	Hold	148	–	–	﹤0.01%	353
2022 Q1	$6K	Hold	148	–	–	﹤0.01%	357
2021 Q4	$7K	Hold	148	–	–	﹤0.01%	340
2021 Q3	$8K	Hold	148	–	–	0.01%	319
2021 Q2	$8K	Hold	148	–	–	0.01%	310
2021 Q1	$7K	Buy	+148	New	+$6.92K	0.01%	300
2020 Q3	–	Sell	-143	Closed	-$6K	–	371
2020 Q2	$6K	Buy	+143	New	+$5.67K	0.01%	286

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

BIP

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

Pacifica Partners's OTEX Position: Q1 2026 in Review

Pacifica Partners sold out of Open Text (OTEX) in Q1 2026, closing a stake of 432 shares — an estimated $13.7K sold.

Pacifica Partners first reported a position in OTEX in Q2 2020 and held it in 13 quarters. The position peaked at $32.1K in Q4 2023. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Pacifica Partners reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
Pacifica Partners sold 432 Open Text shares in Q1 2026, an estimated $13.7K.
Pacifica Partners first reported a position in Open Text in Q2 2020 and held it in 13 quarters.
Pacifica Partners's Open Text position peaked at $32.1K in Q4 2023.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Pacifica Partners's 13F filing for Q1 2026, filed 9 Apr 2026.