Open Text Corp
OTEX- Exchange
- Nasdaq
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001002638
No open-market purchases or sales by Open Text Corp insiders were filed in the last 90 days; 269 institutions reported holding it in 13F filings for Q2 2026, worth $4.53B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Open Text Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 284
- −2 vs. Q4 2021
- Shares held
- 181.0M
- +2.10M (+1.2%) vs. Q4 2021
- Total value
- $7.70B
- −$839.1M (−9.8%) vs. Q4 2021
- New holders
- 37
- 91 more added
- Sold out
- 39
- 117 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 269 | $4.53B |
| Q1 2026 | 289 | $4.25B |
| Q4 2025 | 300 | $6.02B |
| Q3 2025 | 281 | $6.87B |
| Q2 2025 | 271 | $5.36B |
| Q1 2025 | 264 | $4.65B |
| Q4 2024 | 279 | $4.95B |
| Q3 2024 | 280 | $6.03B |
| Q2 2024 | 250 | $5.35B |
| Q1 2024 | 275 | $6.99B |
| Q4 2023 | 277 | $7.50B |
| Q3 2023 | 259 | $6.31B |
| Q2 2023 | 280 | $7.52B |
| Q1 2023 | 248 | $7.30B |
| Q4 2022 | 252 | $5.23B |
| Q3 2022 | 266 | $4.73B |
| Q2 2022 | 278 | $6.74B |
| Q1 2022 | 284 | $7.70B |
| Q4 2021 | 291 | $8.56B |
| Q3 2021 | 291 | $8.95B |
| Q2 2021 | 272 | $9.38B |
| Q1 2021 | 282 | $8.73B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6 | $0 | 0.00% | +6 | New |
| Geneos Wealth Management Inc. | 20 | $0 | 0.00% | +20 | New |
| TCWP LLC | 12 | $0 | 0.00% | +12 | New |
| Umb Bank N A | 19 | $1.00K | 0.00% | −37−66.1% | Reduced |
| Massmutual Trust Co FSB | 35 | $1.00K | 0.00% | −25−41.7% | Reduced |
| Earnest Partners LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 15 | $1.00K | 0.00% | −33−68.8% | Reduced |
| Institutional & Family Asset Management, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 66 | $3.00K | 0.00% | −110−62.5% | Reduced |
| Copeland Capital Management, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 88 | $3.73K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 88 | $4.00K | 0.00% | −48−35.3% | Reduced |
| Meeder Asset Management Inc | 95 | $4.00K | 0.00% | +95 | New |
| Pacifica Partners Inc. | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 138 | $6.00K | 0.00% | +138 | New |
| Rockefeller Capital Management L.P. | 174 | $7.00K | 0.00% | −133−43.3% | Reduced |
| Farmers & Merchants Investments Inc | 160 | $7.00K | 0.00% | −63−28.3% | Reduced |
| Private Capital Group, LLC | 161 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 168 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 180 | $8.00K | 0.00% | −181−50.1% | Reduced |
| JFS Wealth Advisors, LLC | 193 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 190 | $8.00K | 0.00% | +190 | New |
| Oakworth Capital, Inc. | 228 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 240 | $10.0K | 0.00% | +240 | New |
| Spire Wealth Management | 256 | $11.0K | 0.00% | −406−61.3% | Reduced |
| Zions Bancorporation, N.A. | 304 | $13.0K | 0.00% | −36−10.6% | Reduced |
| Seldon Capital LP | 295 | $13.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 300 | $13.0K | 0.00% | +300 | New |
| Aquatic Capital Management LLC | 300 | $13.0K | 0.02% | +300 | New |
| Stonebridge Capital Advisors LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 435 | $18.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 572 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 580 | $25.0K | 0.00% | +7+1.2% | Added |
| Beaird Harris Wealth Management, LLC | 618 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 693 | $29.0K | 0.00% | +693 | New |
| IFP Advisors, Inc | 877 | $32.0K | 0.00% | +877 | New |
| Leonteq Securities AG | 808 | $34.3K | 0.00% | −27−3.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 817 | $35.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 839 | $36.0K | 0.01% | −283−25.2% | Reduced |
| Huntington National Bank | 930 | $39.0K | 0.00% | −152−14.0% | Reduced |
| Twin Tree Management, LP | 961 | $41.0K | 0.00% | +961 | New |
| Power Corp of Canada | 1,007 | $43.0K | 0.00% | +1,007 | New |
| Glassman Wealth Services | 1,227 | $52.0K | 0.01% | +388+46.2% | Added |
| Capital Analysts, LLC | 1,289 | $55.0K | 0.00% | −84−6.1% | Reduced |
| AdvisorNet Financial, Inc | 1,796 | $76.0K | 0.00% | +959+114.6% | Added |
| Harbor Investment Advisory, LLC | 1,896 | $80.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,926 | $81.7K | 0.00% | +1,794+1,359.1% | Added |
| Parallel Advisors, LLC | 1,988 | $85.0K | 0.00% | −188−8.6% | Reduced |
| Anchor Investment Management, LLC | 2,100 | $89.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,610 | $111.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,617 | $111.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,672 | $113.0K | 0.01% | −473−15.0% | Reduced |
| SG Americas Securities, LLC | 2,128 | $113.0K | 0.00% | +2,128 | New |
| Gulf International Bank (UK) Ltd | 2,723 | $115.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,935 | $124.0K | 0.01% | +2,935 | New |
| Advisor Group Holdings, Inc. | 4,186 | $177.0K | 0.00% | −1,249−23.0% | Reduced |
| Van Eck Associates Corp | 4,199 | $178.0K | 0.00% | +1,292+44.4% | Added |
| US Bancorp | 4,610 | $195.0K | 0.00% | +154+3.5% | Added |
| Ontario Teachers Pension Plan Board | 4,766 | $202.0K | 0.00% | −1,928−28.8% | Reduced |
| Distillate Capital Partners LLC | 4,801 | $203.0K | 0.03% | +486+11.3% | Added |
| Raymond James & Associates | 4,988 | $211.0K | 0.00% | +129+2.7% | Added |
| Cigna Investments Inc | 5,003 | $213.0K | 0.03% | +5,003 | New |
| Acadian Asset Management LLC | 5,500 | $233.0K | 0.00% | −45,200−89.2% | Reduced |
| Oppenheimer Asset Management Inc. | 5,639 | $239.0K | 0.00% | −50−0.9% | Reduced |
| Ameriprise Financial Inc | 6,401 | $247.0K | 0.00% | −541−7.8% | Reduced |
| Alphasimplex Group, LLC | 5,819 | $247.0K | 0.91% | +1,568+36.9% | Added |
| Burney Co | 5,940 | $252.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,076 | $258.0K | 0.00% | −117−1.9% | Reduced |
| Henshaw Capital LLC | 6,205 | $263.1K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 6,216 | $264.0K | 0.02% | −16,471−72.6% | Reduced |
| Regentatlantic Capital LLC | 6,232 | $264.0K | 0.01% | −1,691−21.3% | Reduced |
| Cerity Partners LLC | 6,491 | $275.0K | 0.00% | −45−0.7% | Reduced |
| JustInvest LLC | 6,586 | $279.0K | 0.01% | +2,027+44.5% | Added |
| FORA Capital, LLC | 6,902 | $296.0K | 0.05% | +6,902 | New |
| Wetherby Asset Management Inc | 7,005 | $297.0K | 0.02% | −1,299−15.6% | Reduced |
| Fifth Third Bancorp | 7,076 | $300.0K | 0.00% | −2,278−24.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,600 | $322.0K | 0.00% | −800−9.5% | Reduced |
| Blair William & Co | 7,973 | $338.0K | 0.00% | +28+0.4% | Added |
| Millennium Management LLC | 8,014 | $340.0K | 0.00% | −109,480−93.2% | Reduced |
| Greenleaf Trust | 8,053 | $341.0K | 0.00% | −85−1.0% | Reduced |
| Malaga Cove Capital, LLC | 8,596 | $364.0K | 0.17% | −668−7.2% | Reduced |
| Mirova | 9,055 | $383.0K | 0.05% | −532−5.5% | Reduced |
| Wedge Capital Management L L P | 9,023 | $383.0K | 0.01% | −21−0.2% | Reduced |
| River & Mercantile Investments Ltd | 7,426 | $394.0K | 0.09% | +7,426 | New |
| Barclays PLC | 9,330 | $396.0K | 0.00% | −14,035−60.1% | Reduced |
| Signaturefd, LLC | 9,328 | $396.0K | 0.01% | −1,462−13.5% | Reduced |
| Occudo Quantitative Strategies LP | 9,434 | $400.0K | 0.03% | −6,043−39.0% | Reduced |
| Comerica Bank | 9,492 | $404.0K | 0.00% | +815+9.4% | Added |
| Aigen Investment Management, LP | 9,571 | $406.0K | 0.07% | +9,571 | New |
| Massachusetts Financial Services Co | 9,870 | $418.0K | 0.00% | −7,153−42.0% | Reduced |
| Metis Global Partners, LLC | 9,953 | $422.0K | 0.05% | +9,953 | New |
| EMG Holdings, L.P. | 10,117 | $430.0K | 0.13% | +1,358+15.5% | Added |
| Creative Planning | 10,735 | $455.0K | 0.00% | −23−0.2% | Reduced |