Ridgewood Investments’s Open Text OTEX Stock Holding History

Ridgewood 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	$1.04M	Buy	+46,791	New	+$1.22M	0.43%	73
2025 Q3	$697K	Buy	18,648 +7,922	+74%	+$254K	0.29%	97
2025 Q2	$313K	Buy	10,726 +2,062	+24%	+$56K	0.14%	162
2025 Q1	$219K	Buy	8,664 +7,414	+593%	+$203K	0.1%	176
2024 Q4	$35.4K	Buy	1,250 +250	+25%	+$7.69K	0.02%	362
2024 Q3	$33.3K	Hold	1,000	–	–	0.02%	369
2024 Q2	$30K	Buy	+1,000	New	+$32.1K	0.02%	397
2023 Q2	–	Sell	-1,257	Closed	-$48.5K	–	858
2023 Q1	$48.5K	Buy	+1,257	New	+$43.4K	0.03%	342

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

Ridgewood Investments's OTEX Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Open Text (OTEX) in Q1 2026: 46,791 shares worth $1.04M. The stake represents 0.43% of the portfolio and ranks #73 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in OTEX as recently as Q3 2025.

Ridgewood Investments first reported a position in OTEX in Q1 2023 and has held it in 8 quarters since. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Ridgewood Investments held 46,791 shares of Open Text worth $1.04M as of Q1 2026.
Open Text was a new Ridgewood Investments position in Q1 2026.
Open Text made up 0.43% of Ridgewood Investments's portfolio in Q1 2026, its #73 holding.
Ridgewood Investments first reported a position in Open Text in Q1 2023 and has held it in 8 quarters since.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.