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 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

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

Smartleaf Asset Management's OTEX Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Open Text (OTEX) stake by 53% in Q1 2026, selling an estimated $2.47K and leaving 84 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Smartleaf Asset Management first reported a position in OTEX in Q1 2024 and has held it in 6 quarters since. The position peaked at $20K in Q1 2024. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Smartleaf Asset Management held 84 shares of Open Text worth $1.82K as of Q1 2026.
Smartleaf Asset Management sold 95 Open Text shares in Q1 2026, an estimated $2.47K.
Open Text made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2984 holding.
Smartleaf Asset Management first reported a position in Open Text in Q1 2024 and has held it in 6 quarters since.
Smartleaf Asset Management's Open Text position peaked at $20K in Q1 2024.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.