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WPG Advisers’s Open Text OTEX Stock Holding History

WPG Advisers’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 		$21.1K Buy
951
+145
+18% +$3.77K 0.02% 467
2025
Q4 		$26.3K Sell
806
-2
-0.2% -$71 0.02% 441
2025
Q3 		$30.2K Buy
808
+30
+4% +$962 0.02% 414
2025
Q2 		$22.7K Buy
+778
New +$21.1K 0.02% 465

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

WPG Advisers's OTEX Position: Q1 2026 in Review

WPG Advisers increased its Open Text (OTEX) stake by 18% in Q1 2026, buying an estimated $3.77K and bringing the position to 951 shares worth $21.1K. The position accounts for 0.02% of the portfolio, ranked #467.

WPG Advisers first reported a position in OTEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $30.2K in Q3 2025. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

  • WPG Advisers held 951 shares of Open Text worth $21.1K as of Q1 2026.
  • WPG Advisers bought 145 Open Text shares in Q1 2026, an estimated $3.77K.
  • Open Text made up 0.02% of WPG Advisers's portfolio in Q1 2026, its #467 holding.
  • WPG Advisers first reported a position in Open Text in Q2 2025 and has held it in 4 quarters since.
  • WPG Advisers's Open Text position peaked at $30.2K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.