Smartleaf Asset Management
OTEX icon

Smartleaf Asset Management’s Open Text OTEX Stock Holding History

Smartleaf Asset 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
Q3 		– Sell
-84
Closed -$1.86K – 3768
2026
Q2 		$1.86K Hold
84
– – ﹤0.01% 2971
2026
Q1 		$1.82K Sell
84
-95
-53% -$2.47K ﹤0.01% 2984
2025
Q4 		$5.91K Buy
179
+150
+517% +$5.35K ﹤0.01% 2639
2025
Q3 		$1.09K Buy
+29
New +$930 ﹤0.01% 2727
2024
Q4 		– Sell
-588
Closed -$19.5K – 2989
2024
Q3 		$19.5K Buy
588
+91
+18% +$2.87K ﹤0.01% 1359
2024
Q2 		$14.8K Sell
497
-18
-3% -$577 ﹤0.01% 1179
2024
Q1 		$20K Buy
+515
New +$20.7K ﹤0.01% 859

Other funds holding OTEX

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Smartleaf Asset Management's OTEX Position: Q3 2026 in Review

Smartleaf Asset Management sold out of Open Text (OTEX) in Q3 2026, closing a stake of 84 shares — an estimated $1.86K sold.

Smartleaf Asset Management first reported a position in OTEX in Q1 2024 and held it in 7 quarters. The position peaked at $20K in Q1 2024. 121 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • Smartleaf Asset Management reported no remaining Open Text position as of Q3 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 84 Open Text shares in Q3 2026, an estimated $1.86K.
  • Smartleaf Asset Management first reported a position in Open Text in Q1 2024 and held it in 7 quarters.
  • Smartleaf Asset Management's Open Text position peaked at $20K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.