W
OTEX icon

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
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
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

WealthCollab's OTEX Position: Q1 2026 in Review

WealthCollab sold out of Open Text (OTEX) in Q1 2026, closing a stake of 1,640 shares — an estimated $53.4K sold.

WealthCollab first reported a position in OTEX in Q4 2023 and held it in 9 quarters. The position peaked at $92.8K in Q4 2023. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • WealthCollab reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
  • WealthCollab sold 1,640 Open Text shares in Q1 2026, an estimated $53.4K.
  • WealthCollab first reported a position in Open Text in Q4 2023 and held it in 9 quarters.
  • WealthCollab's Open Text position peaked at $92.8K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.