Root Financial Partners’s Open Text OTEX Stock Holding History

Root Financial 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	$200	Sell	9 -5	-36%	-$130	﹤0.01%	3157
2025 Q4	$456	Sell	14 -3	-18%	-$107	﹤0.01%	2221
2025 Q3	$635	Buy	+17	New	+$545	﹤0.01%	2120

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

Root Financial Partners's OTEX Position: Q1 2026 in Review

Root Financial Partners reduced its Open Text (OTEX) stake by 36% in Q1 2026, selling an estimated $130 and leaving 9 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

Root Financial Partners first reported a position in OTEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $635 in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Root Financial Partners held 9 shares of Open Text worth $200 as of Q1 2026.
Root Financial Partners sold 5 Open Text shares in Q1 2026, an estimated $130.
Open Text made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3157 holding.
Root Financial Partners first reported a position in Open Text in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Open Text position peaked at $635 in Q3 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.