What smart money is saying about Open Text
OTEX
No fund has written a full thesis on Open Text in our archive, but 2 fund letters report a position in it — most recently Brandes IP International Small Cap Equity Fund in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Open Text on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- June 2026
“Additionally, the Fund’s technology holdings are mostly in companies facing elevated concerns about AI-driven disruption, including IT services provider Globant and software companies NICE and Open Text, which also weighed on returns.”
Open Text - June 2026
“Allocation to technology companies where the fear of AI disruption is high—including IT services companies Globant and Amdocs and software businesses NICE and Open Text—weighed on returns.”
Open Text
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