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Schechter Investment Advisors’s Open Text OTEX Stock Holding History

Schechter Investment 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
2025
Q1 		$457K Sell
18,085
-2,775
-13% -$76.1K 0.04% 386
2024
Q4 		$591K Sell
20,860
-315
-1% -$9.69K 0.05% 352
2024
Q3 		$705K Buy
+21,175
New +$667K 0.05% 321

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Schechter Investment Advisors's OTEX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Open Text (OTEX) stake by 13% in Q1 2025, selling an estimated $76.1K and leaving 18,085 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #386.

Schechter Investment Advisors first reported a position in OTEX in Q3 2024 and has held it in 3 quarters since. The position peaked at $705K in Q3 2024. 265 funds tracked by Wall St. Rank hold OTEX as of Q1 2025.

  • Schechter Investment Advisors held 18,085 shares of Open Text worth $457K as of Q1 2025.
  • Schechter Investment Advisors sold 2,775 Open Text shares in Q1 2025, an estimated $76.1K.
  • Open Text made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #386 holding.
  • Schechter Investment Advisors first reported a position in Open Text in Q3 2024 and has held it in 3 quarters since.
  • Schechter Investment Advisors's Open Text position peaked at $705K in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Open Text as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.