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Sagard Holdings Management’s Open Text OTEX Stock Holding History

Sagard Holdings Management’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
2025
Q3 		$37.9K Hold
1,015
– – 0.19% 42
2025
Q2 		$29.7K Buy
+1,015
New +$27.6K 0.08% 54

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sagard Holdings Management's OTEX Position: Q3 2025 in Review

Sagard Holdings Management held its Open Text (OTEX) position steady in Q3 2025 at 1,015 shares worth $37.9K. The position accounts for 0.19% of the portfolio, ranked #42.

Sagard Holdings Management first reported a position in OTEX in Q2 2025 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold OTEX as of Q3 2025.

  • Sagard Holdings Management held 1,015 shares of Open Text worth $37.9K as of Q3 2025.
  • Sagard Holdings Management left its Open Text share count unchanged in Q3 2025.
  • Open Text made up 0.19% of Sagard Holdings Management's portfolio in Q3 2025, its #42 holding.
  • Sagard Holdings Management first reported a position in Open Text in Q2 2025 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Open Text as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.