TD Private Client Wealth’s Open Text OTEX Stock Holding History

TD Private Client Wealth’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	$2.46K	Buy	111 +96	+640%	+$2.18K	﹤0.01%	1333
2026 Q1	$334	Sell	15 -12	-44%	-$312	﹤0.01%	1524
2025 Q4	$880	Buy	+27	New	+$962	﹤0.01%	1392

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

TD Private Client Wealth's OTEX Position: Q2 2026 in Review

TD Private Client Wealth increased its Open Text (OTEX) stake by 640% in Q2 2026, buying an estimated $2.18K and bringing the position to 111 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

TD Private Client Wealth first reported a position in OTEX in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

TD Private Client Wealth held 111 shares of Open Text worth $2.46K as of Q2 2026.
TD Private Client Wealth bought 96 Open Text shares in Q2 2026, an estimated $2.18K.
Open Text made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1333 holding.
TD Private Client Wealth first reported a position in Open Text in Q4 2025 and has held it in 3 quarters since.
271 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.