Tacita Capital’s Open Text OTEX Stock Holding History

Tacita Capital’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	$16.6K	Buy	746 +713	+2,161%	+$18.5K	0.01%	186
2025 Q4	$1.07K	Buy	+33	New	+$1.18K	﹤0.01%	209
2024 Q3	–	Sell	-1,300	Closed	-$39K	–	206
2024 Q2	$39K	Sell	1,300 -10,319	-89%	-$331K	0.03%	155
2024 Q1	$451K	Buy	11,619 +330	+3%	+$13.3K	0.31%	56
2023 Q4	$476K	Sell	11,289 -550	-5%	-$20.6K	0.35%	57
2023 Q3	$417K	Buy	11,839 +1,225	+12%	+$48K	0.33%	61
2023 Q2	$442K	Buy	+10,614	New	+$426K	0.32%	61
2022 Q1	–	Sell	-195	Closed	-$9K	–	209
2021 Q4	$9K	Buy	+195	New	+$9.59K	0.01%	180
2021 Q2	–	Sell	-310	Closed	-$15K	–	201
2021 Q1	$15K	Buy	+310	New	+$14.5K	0.01%	175

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

Tacita Capital's OTEX Position: Q1 2026 in Review

Tacita Capital increased its Open Text (OTEX) stake by 2,161% in Q1 2026, buying an estimated $18.5K and bringing the position to 746 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #186.

Tacita Capital first reported a position in OTEX in Q1 2021 and has held it in 9 quarters since. The position peaked at $476K in Q4 2023. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Tacita Capital held 746 shares of Open Text worth $16.6K as of Q1 2026.
Tacita Capital bought 713 Open Text shares in Q1 2026, an estimated $18.5K.
Open Text made up 0.01% of Tacita Capital's portfolio in Q1 2026, its #186 holding.
Tacita Capital first reported a position in Open Text in Q1 2021 and has held it in 9 quarters since.
Tacita Capital's Open Text position peaked at $476K in Q4 2023.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.