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 Q2	–	Sell	-9	Closed	-$200	–	2329
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 $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

Root Financial Partners's OTEX Position: Q2 2026 in Review

Root Financial Partners sold out of Open Text (OTEX) in Q2 2026, closing a stake of 9 shares — an estimated $200 sold.

Root Financial Partners first reported a position in OTEX in Q3 2025 and held it in 3 quarters. The position peaked at $635 in Q3 2025. 270 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Root Financial Partners reported no remaining Open Text position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 9 Open Text shares in Q2 2026, an estimated $200.
Root Financial Partners first reported a position in Open Text in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Open Text position peaked at $635 in Q3 2025.
270 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.