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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 7,076 | $300.0K | 0.00% | −2,278−24.4% | Reduced |
| Wetherby Asset Management Inc | 7,005 | $297.0K | 0.02% | −1,299−15.6% | Reduced |
| FORA Capital, LLC | 6,902 | $296.0K | 0.05% | +6,902 | New |
| JustInvest LLC | 6,586 | $279.0K | 0.01% | +2,027+44.5% | Added |
| Cerity Partners LLC | 6,491 | $275.0K | 0.00% | −45−0.7% | Reduced |
| 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 |
| Henshaw Capital LLC | 6,205 | $263.1K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,076 | $258.0K | 0.00% | −117−1.9% | Reduced |
| Burney Co | 5,940 | $252.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Oppenheimer Asset Management Inc. | 5,639 | $239.0K | 0.00% | −50−0.9% | Reduced |
| Acadian Asset Management LLC | 5,500 | $233.0K | 0.00% | −45,200−89.2% | Reduced |
| Cigna Investments Inc | 5,003 | $213.0K | 0.03% | +5,003 | New |
| Raymond James & Associates | 4,988 | $211.0K | 0.00% | +129+2.7% | Added |
| Distillate Capital Partners LLC | 4,801 | $203.0K | 0.03% | +486+11.3% | Added |
| Ontario Teachers Pension Plan Board | 4,766 | $202.0K | 0.00% | −1,928−28.8% | Reduced |
| US Bancorp | 4,610 | $195.0K | 0.00% | +154+3.5% | Added |
| Van Eck Associates Corp | 4,199 | $178.0K | 0.00% | +1,292+44.4% | Added |
| Advisor Group Holdings, Inc. | 4,186 | $177.0K | 0.00% | −1,249−23.0% | Reduced |
| Quantbot Technologies LP | 2,935 | $124.0K | 0.01% | +2,935 | New |
| Gulf International Bank (UK) Ltd | 2,723 | $115.0K | 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 |
| 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 |
| Anchor Investment Management, LLC | 2,100 | $89.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,988 | $85.0K | 0.00% | −188−8.6% | Reduced |
| BNP Paribas Arbitrage, SA | 1,926 | $81.7K | 0.00% | +1,794+1,359.1% | Added |
| Harbor Investment Advisory, LLC | 1,896 | $80.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,796 | $76.0K | 0.00% | +959+114.6% | Added |
| Capital Analysts, LLC | 1,289 | $55.0K | 0.00% | −84−6.1% | Reduced |
| Glassman Wealth Services | 1,227 | $52.0K | 0.01% | +388+46.2% | Added |
| Power Corp of Canada | 1,007 | $43.0K | 0.00% | +1,007 | New |
| Twin Tree Management, LP | 961 | $41.0K | 0.00% | +961 | New |
| Huntington National Bank | 930 | $39.0K | 0.00% | −152−14.0% | Reduced |
| Lindbrook Capital, LLC | 839 | $36.0K | 0.01% | −283−25.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 817 | $35.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 808 | $34.3K | 0.00% | −27−3.2% | Reduced |
| IFP Advisors, Inc | 877 | $32.0K | 0.00% | +877 | New |
| Tobam | 693 | $29.0K | 0.00% | +693 | New |
| Beaird Harris Wealth Management, LLC | 618 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 580 | $25.0K | 0.00% | +7+1.2% | Added |
| AlphaMark Advisors, LLC | 572 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 435 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 256 | $11.0K | 0.00% | −406−61.3% | Reduced |
| Oakworth Capital, Inc. | 228 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 240 | $10.0K | 0.00% | +240 | New |
| 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 |
| 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 |
| Pacifica Partners Inc. | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 138 | $6.00K | 0.00% | +138 | New |
| JJJ Advisors Inc. | 88 | $4.00K | 0.00% | −48−35.3% | Reduced |
| Meeder Asset Management Inc | 95 | $4.00K | 0.00% | +95 | New |
| Caldwell Trust Co | 88 | $3.73K | 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 |
| 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 |
| 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 |
| 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 |
| Sofos Investments, Inc. | 210 | – | – | −1,388−86.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,228,548−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −1,311,870−100.0% | Sold out |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0 | $0 | 0.00% | −234,500−100.0% | Sold out |
| MUFG Securities (Canada), Ltd. | 0 | $0 | 0.00% | −145,723−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −91,640−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −65,020−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −34,114−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −26,239−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −24,351−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −23,655−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −18,312−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −9,091−100.0% | Sold out |