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 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 $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

TD Private Client Wealth's OTEX Position: Q1 2026 in Review

TD Private Client Wealth reduced its Open Text (OTEX) stake by 44% in Q1 2026, selling an estimated $312 and leaving 15 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

TD Private Client Wealth first reported a position in OTEX in Q4 2025 and has held it in 2 quarters since. The position peaked at $880 in Q4 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

TD Private Client Wealth held 15 shares of Open Text worth $334 as of Q1 2026.
TD Private Client Wealth sold 12 Open Text shares in Q1 2026, an estimated $312.
Open Text made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1524 holding.
TD Private Client Wealth first reported a position in Open Text in Q4 2025 and has held it in 2 quarters since.
TD Private Client Wealth's Open Text position peaked at $880 in Q4 2025.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.