Sequoia Financial Advisors’s Open Text OTEX Stock Holding History

Sequoia 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	$388K	Buy	17,506 +1,337	+8%	+$30.3K	﹤0.01%	1504
2026 Q1	$360K	Buy	16,169 +2,038	+14%	+$52.9K	﹤0.01%	1456
2025 Q4	$460K	Sell	14,131 -308	-2%	-$11K	﹤0.01%	1325
2025 Q3	$540K	Buy	14,439 +5,272	+58%	+$169K	﹤0.01%	1099
2025 Q2	$268K	Buy	+9,167	New	+$249K	﹤0.01%	1321

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

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

Sequoia Financial Advisors increased its Open Text (OTEX) stake by 8.3% in Q2 2026, buying an estimated $30.3K and bringing the position to 17,506 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Sequoia Financial Advisors first reported a position in OTEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $540K in Q3 2025. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

Sequoia Financial Advisors held 17,506 shares of Open Text worth $388K as of Q2 2026.
Sequoia Financial Advisors bought 1,337 Open Text shares in Q2 2026, an estimated $30.3K.
Open Text made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1504 holding.
Sequoia Financial Advisors first reported a position in Open Text in Q2 2025 and has held it in 5 quarters since.
Sequoia Financial Advisors's Open Text position peaked at $540K in Q3 2025.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.