Ray Dalio's OTEX Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 78,666 shares of Open Text Corporation (OTEX) worth $1.75 M, representing 0.01% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in OTEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 317,196 shares. Largest reduction occurred in Q1 2026, reducing 418,379 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Open Text Corporation (OTEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Open Text Corporation (OTEX) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -418,379 | Reduce 84.17% | 78,666 | $22.21 |
| Q4 2025 | -13,496 | Reduce 2.64% | 497,045 | $32.61 |
| Q3 2025 | +21,675 | Add 4.43% | 510,541 | $37.39 |
| Q2 2025 | -2,377 | Reduce 0.48% | 488,866 | $29.16 |
| Q1 2025 | +317,196 | Add 182.25% | 491,243 | $25.24 |
| Q4 2024 | +136,321 | Add 361.34% | 174,047 | $28.29 |
| Q3 2024 | +37,726 | New Buy | 37,726 | $33.32 |
| Q4 2023 | -25,085 | Sold Out | 0 | $0.00 |
| Q3 2023 | +6,966 | Add 38.45% | 25,085 | $35.26 |
| Q2 2023 | +1,539 | Add 9.28% | 18,119 | $41.64 |
| Q1 2023 | -108,306 | Reduce 86.72% | 16,580 | $38.52 |
| Q4 2022 | -2,165 | Reduce 1.70% | 124,886 | $29.61 |
| Q3 2022 | +127,051 | New Buy | 127,051 | $26.57 |
| Q2 2022 | -138,015 | Sold Out | 0 | $0.00 |
| Q1 2022 | +53,936 | Add 64.15% | 138,015 | $42.44 |
| Q4 2021 | +17,165 | Add 25.65% | 84,079 | $47.53 |
| Q3 2021 | +20,264 | Add 43.44% | 66,914 | $48.79 |
| Q2 2021 | +8,496 | Add 22.27% | 46,650 | $50.83 |
| Q1 2021 | +22,449 | Add 142.94% | 38,154 | $47.68 |
| Q4 2020 | +15,705 | New Buy | 15,705 | $45.40 |
| Q2 2020 | -63,460 | Sold Out | 0 | $0.00 |
| Q1 2020 | -44 | Reduce 0.07% | 63,460 | $34.57 |
| Q4 2019 | -4 | Reduce 0.01% | 63,504 | $44.12 |
| Q1 2019 | -20,028 | Reduce 23.98% | 63,508 | $38.40 |
| Q4 2018 | -13,350 | Reduce 13.78% | 83,536 | $32.58 |
| Q3 2018 | +18,351 | Add 23.37% | 96,886 | $38.02 |
| Q2 2018 | +78,535 | New Buy | 78,535 | $35.17 |
Ray Dalio's Open Text Corporation Investment FAQs
Ray Dalio first purchased Open Text Corporation (OTEX) in Q2 2018, acquiring 78,535 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Open Text Corporation (OTEX) for 29 quarters since Q2 2018.
Ray Dalio's largest addition to Open Text Corporation (OTEX) was in Q1 2025, adding 491,243 shares worth $12.4 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 78,666 shares of Open Text Corporation (OTEX), valued at approximately $1.75 M.
As of the Q1 2026 filing, Open Text Corporation (OTEX) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Open Text Corporation (OTEX) was 510,541 shares, as reported at the end of Q3 2025.