Plato Investment Management’s Open Text OTEX Stock Holding History

Plato 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
2026 Q1	$135K	Buy	6,086 +3,241	+114%	+$84.2K	0.01%	423
2025 Q4	$93.2K	Hold	2,845	–	–	0.01%	420
2025 Q3	$106K	Hold	2,845	–	–	0.01%	421
2025 Q2	$82.7K	Sell	2,845 -47,154	-94%	-$1.28M	0.01%	434
2025 Q1	$1.28M	Buy	49,999 +45,126	+926%	+$1.24M	0.11%	210
2024 Q4	$138K	Buy	+4,873	New	+$150K	0.01%	437

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

Plato Investment Management's OTEX Position: Q1 2026 in Review

Plato Investment Management increased its Open Text (OTEX) stake by 114% in Q1 2026, buying an estimated $84.2K and bringing the position to 6,086 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #423.

Plato Investment Management first reported a position in OTEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Plato Investment Management held 6,086 shares of Open Text worth $135K as of Q1 2026.
Plato Investment Management bought 3,241 Open Text shares in Q1 2026, an estimated $84.2K.
Open Text made up 0.01% of Plato Investment Management's portfolio in Q1 2026, its #423 holding.
Plato Investment Management first reported a position in Open Text in Q4 2024 and has held it in 6 quarters since.
Plato Investment Management's Open Text position peaked at $1.28M in Q1 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.