UBS Group
OTEX icon

UBS Group’s Open Text OTEX Stock Holding History

UBS Group’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
2015
Q3 		– Sell
-2,200
Closed -$45K – 8562
2015
Q2 		$45K Hold
2,200
– – ﹤0.01% 6089
2015
Q1 		$58K Buy
2,200
+1,200
+120% +$34.3K ﹤0.01% 5909
2014
Q4 		$29K Buy
+1,000
New +$28.4K ﹤0.01% 7145

Other funds holding OTEX

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
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
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

UBS Group's OTEX Position: Q1 2026 in Review

UBS Group increased its Open Text (OTEX) stake by 19% in Q1 2026, buying an estimated $3.22M and bringing the position to 786,545 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

UBS Group first reported a position in OTEX in Q4 2014 and has held it in 46 quarters since. The position peaked at $21.6M in Q4 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • UBS Group held 786,545 shares of Open Text worth $17.5M as of Q1 2026.
  • UBS Group bought 123,978 Open Text shares in Q1 2026, an estimated $3.22M.
  • Open Text made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2733 holding.
  • UBS Group first reported a position in Open Text in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Open Text position peaked at $21.6M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.