SHP Wealth Management’s Open Text OTEX Stock Holding History

SHP Wealth 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
2026 Q1	$756	Buy	+34	New	+$883	﹤0.01%	1533

Other funds holding OTEX

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

SHP Wealth Management's OTEX Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Open Text (OTEX) in Q1 2026: 34 shares worth $756. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings.

289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

SHP Wealth Management held 34 shares of Open Text worth $756 as of Q1 2026.
Open Text was a new SHP Wealth Management position in Q1 2026.
Open Text made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1533 holding.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.