WealthCollab’s Open Text OTEX Stock Holding History

WealthCollab’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	$28.2K	Buy	+1,274	New	+$28.9K	0.01%	337
2026 Q1	–	Sell	-1,640	Closed	-$53.4K	–	1033
2025 Q4	$53.4K	Hold	1,640	–	–	0.02%	212
2025 Q3	$61.3K	Hold	1,640	–	–	0.03%	173
2025 Q2	$47.9K	Buy	1,640 +464	+39%	+$12.6K	0.03%	187
2025 Q1	$29.7K	Hold	1,176	–	–	0.02%	243
2024 Q4	$33.3K	Sell	1,176 -165	-12%	-$5.08K	0.02%	218
2024 Q3	$44.6K	Buy	1,341 +42	+3%	+$1.32K	0.03%	173
2024 Q2	$39K	Sell	1,299 -306	-19%	-$9.81K	0.03%	182
2024 Q1	$62.3K	Sell	1,605 -603	-27%	-$24.3K	0.05%	135
2023 Q4	$92.8K	Buy	+2,208	New	+$82.9K	0.07%	93

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

WealthCollab's OTEX Position: Q2 2026 in Review

WealthCollab opened a new position in Open Text (OTEX) in Q2 2026: 1,274 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: WealthCollab previously reported a position in OTEX as recently as Q4 2025.

WealthCollab first reported a position in OTEX in Q4 2023 and has held it in 10 quarters since. The position peaked at $92.8K in Q4 2023. 270 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

WealthCollab held 1,274 shares of Open Text worth $28.2K as of Q2 2026.
Open Text was a new WealthCollab position in Q2 2026.
Open Text made up 0.01% of WealthCollab's portfolio in Q2 2026, its #337 holding.
WealthCollab first reported a position in Open Text in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Open Text position peaked at $92.8K in Q4 2023.
270 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.