RTD Financial Advisors’s Open Text OTEX Stock Holding History

RTD Financial Advisors’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	-11,644	Closed	-$259K	–	122
2026 Q1	$259K	Sell	11,644 -5,568	-32%	-$145K	0.03%	108
2025 Q4	$561K	Sell	17,212 -4,141	-19%	-$148K	0.07%	82
2025 Q3	$798K	Sell	21,353 -1,413	-6%	-$45.3K	0.1%	70
2025 Q2	$665K	Hold	22,766	–	–	0.09%	75
2025 Q1	$575K	Buy	+22,766	New	+$625K	0.08%	77

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

RTD Financial Advisors's OTEX Position: Q2 2026 in Review

RTD Financial Advisors sold out of Open Text (OTEX) in Q2 2026, closing a stake of 11,644 shares — an estimated $259K sold.

RTD Financial Advisors first reported a position in OTEX in Q1 2025 and held it in 5 quarters. The position peaked at $798K in Q3 2025. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

RTD Financial Advisors reported no remaining Open Text position as of Q2 2026 after selling out during the quarter.
RTD Financial Advisors sold 11,644 Open Text shares in Q2 2026, an estimated $259K.
RTD Financial Advisors first reported a position in Open Text in Q1 2025 and held it in 5 quarters.
RTD Financial Advisors's Open Text position peaked at $798K in Q3 2025.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.