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 Q2	$1.47M	Buy	66,302 +19,511	+42%	+$443K	0.55%	51
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 $199B AUM 37.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Ridgewood Investments's OTEX Position: Q2 2026 in Review

Ridgewood Investments increased its Open Text (OTEX) stake by 42% in Q2 2026, buying an estimated $443K and bringing the position to 66,302 shares worth $1.47M. The position accounts for 0.55% of the portfolio, ranked #51.

Ridgewood Investments first reported a position in OTEX in Q1 2023 and has held it in 9 quarters since. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Ridgewood Investments held 66,302 shares of Open Text worth $1.47M as of Q2 2026.
Ridgewood Investments bought 19,511 Open Text shares in Q2 2026, an estimated $443K.
Open Text made up 0.55% of Ridgewood Investments's portfolio in Q2 2026, its #51 holding.
Ridgewood Investments first reported a position in Open Text in Q1 2023 and has held it in 9 quarters since.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.