WCM
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Wedge Capital Management’s Open Text OTEX Stock Holding History

Wedge Capital Management’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 		$4.34M Buy
196,153
+59,922
+44% +$1.36M 0.07% 210
2026
Q1 		$3.03M Buy
136,231
+16,670
+14% +$433K 0.06% 264
2025
Q4 		$3.9M Buy
119,561
+1,095
+0.9% +$39K 0.07% 241
2025
Q3 		$4.43M Buy
118,466
+20,336
+21% +$652K 0.08% 224
2025
Q2 		$2.87M Buy
98,130
+5,019
+5% +$136K 0.05% 269
2025
Q1 		$2.35M Buy
93,111
+9,340
+11% +$256K 0.05% 289
2024
Q4 		$2.37M Buy
+83,771
New +$2.58M 0.04% 302
2023
Q2 		– Sell
-8,654
Closed -$334K – 526
2023
Q1 		$334K Sell
8,654
-2,743
-24% -$94.8K 0.01% 342
2022
Q4 		$338K Hold
11,397
– – 0.01% 339
2022
Q3 		$301K Buy
11,397
+2,117
+23% +$74.8K 0.01% 344
2022
Q2 		$351K Buy
9,280
+257
+3% +$10.2K 0.01% 336
2022
Q1 		$383K Sell
9,023
-21
-0.2% -$933 0.01% 331
2021
Q4 		$429K Hold
9,044
– – 0.01% 334
2021
Q3 		$441K Sell
9,044
-189
-2% -$9.86K 0.01% 322
2021
Q2 		$469K Buy
9,233
+1,887
+26% +$91.2K 0.01% 312
2021
Q1 		$350K Sell
7,346
-3,109
-30% -$145K ﹤0.01% 418
2020
Q4 		$475K Buy
10,455
+1,783
+21% +$76.2K 0.01% 407
2020
Q3 		$366K Buy
8,672
+2,039
+31% +$89.2K ﹤0.01% 413
2020
Q2 		$282K Buy
+6,633
New +$263K ﹤0.01% 428
2020
Q1 		– Sell
-6,525
Closed -$288K – 573
2019
Q4 		$288K Sell
6,525
-1,347
-17% -$56.6K ﹤0.01% 480
2019
Q3 		$321K Sell
7,872
-3,608
-31% -$147K ﹤0.01% 470
2019
Q2 		$473K Sell
11,480
-1,027
-8% -$40.9K 0.01% 464
2019
Q1 		$481K Sell
12,507
-941
-7% -$34.4K 0.01% 459
2018
Q4 		$438K Buy
+13,448
New +$454K 0.01% 455

Other funds holding OTEX

VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Wedge Capital Management's OTEX Position: Q2 2026 in Review

Wedge Capital Management increased its Open Text (OTEX) stake by 44% in Q2 2026, buying an estimated $1.36M and bringing the position to 196,153 shares worth $4.34M. The position accounts for 0.07% of the portfolio, ranked #210.

Wedge Capital Management first reported a position in OTEX in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.43M in Q3 2025. 16 funds tracked by Wall St. Rank hold OTEX as of Q2 2026.

  • Wedge Capital Management held 196,153 shares of Open Text worth $4.34M as of Q2 2026.
  • Wedge Capital Management bought 59,922 Open Text shares in Q2 2026, an estimated $1.36M.
  • Open Text made up 0.07% of Wedge Capital Management's portfolio in Q2 2026, its #210 holding.
  • Wedge Capital Management first reported a position in Open Text in Q4 2018 and has held it in 24 quarters since.
  • Wedge Capital Management's Open Text position peaked at $4.43M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Open Text as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.