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, Q4 2022
Institutional positions in Open Text Corp as of Dec 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
- 252
- −12 vs. Q3 2022
- Shares held
- 175.9M
- −1.94M (−1.1%) vs. Q3 2022
- Total value
- $5.23B
- +$501.0M (+10.6%) vs. Q3 2022
- New holders
- 42
- 82 more added
- Sold out
- 54
- 95 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Artemis Wealth Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $0 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 30 | $20 | 0.00% | −74−71.2% | Reduced |
| Huntington National Bank | 1 | $30 | 0.00% | −475−99.8% | Reduced |
| Money Concepts Capital Corp | 6 | $178 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $178 | 0.00% | +6 | New |
| Sittner & Nelson, LLC | 8 | $237 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $326 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 13 | $385 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $504 | 0.00% | −24−58.5% | Reduced |
| Belpointe Asset Management LLC | 18 | $519 | 0.00% | +18 | New |
| Optiver Holding B.V. | 44 | $1.00K | 0.00% | −2−4.3% | Reduced |
| Earnest Partners LLC | 32 | $1.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $1.84K | 0.00% | +55+785.7% | Added |
| Umb Bank N A | 64 | $2.00K | 0.00% | +64 | New |
| U.S. Capital Wealth Advisors, LLC | 88 | $2.61K | 0.00% | +88 | New |
| Hexagon Capital Partners LLC | 95 | $2.82K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 111 | $3.29K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 125 | $3.71K | 0.00% | −2,300−94.8% | Reduced |
| Copeland Capital Management, LLC | 119 | $4.00K | 0.00% | +59+98.3% | Added |
| Zions Bancorporation, N.A. | 159 | $4.71K | 0.00% | −3−1.9% | Reduced |
| Fifth Third Bancorp | 184 | $5.45K | 0.00% | −7,245−97.5% | Reduced |
| Gables Capital Management Inc. | 200 | $5.93K | 0.00% | +200 | New |
| Oakworth Capital, Inc. | 228 | $6.76K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 263 | $7.79K | 0.00% | +263 | New |
| Ronald Blue Trust, Inc. | 315 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 301 | $8.92K | 0.00% | −272−47.5% | Reduced |
| Massmutual Trust Co FSB | 386 | $11.0K | 0.00% | +319+476.1% | Added |
| Piershale Financial Group, Inc. | 400 | $11.9K | 0.01% | +400 | New |
| Cornerstone Planning Group LLC | 400 | $13.0K | 0.01% | +400 | New |
| Global Retirement Partners, LLC | 448 | $13.3K | 0.00% | −70−13.5% | Reduced |
| AdvisorNet Financial, Inc | 505 | $15.0K | 0.00% | −8−1.6% | Reduced |
| Allworth Financial LP | 524 | $15.5K | 0.00% | +314+149.5% | Added |
| Clearstead Advisors, LLC | 560 | $16.6K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 572 | $17.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 587 | $17.4K | 0.00% | +15+2.6% | Added |
| Beaird Harris Wealth Management, LLC | 618 | $18.3K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 471 | $19.0K | 0.00% | +471 | New |
| Rockefeller Capital Management L.P. | 704 | $20.0K | 0.00% | −255−26.6% | Reduced |
| CWM, LLC | 667 | $20.0K | 0.00% | +611+1,091.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $23.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 818 | $24.2K | 0.00% | +818 | New |
| IFP Advisors, Inc | 744 | $26.0K | 0.00% | −6−0.8% | Reduced |
| Glassman Wealth Services | 968 | $28.7K | 0.01% | +553+133.3% | Added |
| Grayhawk Investment Strategies Inc. | 49 | $29.8K | 0.02% | −958−95.1% | Reduced |
| Larson Financial Group LLC | 1,018 | $30.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,158 | $34.3K | 0.00% | −57−4.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,250 | $37.0K | 0.01% | −639−33.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1,556 | $46.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,702 | $50.4K | 0.01% | −876−34.0% | Reduced |
| Leonteq Securities AG | 2,000 | $59.3K | 0.00% | −747−27.2% | Reduced |
| Lazard Asset Management LLC | 2,429 | $71.0K | 0.00% | +2,429 | New |
| Gulf International Bank (UK) Ltd | 2,723 | $80.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,096 | $91.8K | 0.01% | +1,123+56.9% | Added |
| LSV Asset Management | 3,400 | $101.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,242 | $104.7K | 0.03% | +787+32.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $118.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,021 | $119.2K | 0.00% | +1,811+81.9% | Added |
| Counterpoint Mutual Funds LLC | 4,300 | $127.5K | 0.13% | +4,300 | New |
| BNP Paribas Arbitrage, SA | 4,831 | $143.2K | 0.00% | −522−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,097 | $151.0K | 0.01% | +89+1.8% | Added |
| Aquatic Capital Management LLC | 5,200 | $154.0K | 0.01% | −13,900−72.8% | Reduced |
| Bessemer Group Inc | 5,275 | $156.0K | 0.00% | −87−1.6% | Reduced |
| US Bancorp | 5,600 | $166.0K | 0.00% | +2,219+65.6% | Added |
| Van Eck Associates Corp | 6,671 | $197.0K | 0.00% | +1,011+17.9% | Added |
| Advisor Group Holdings, Inc. | 7,115 | $211.1K | 0.00% | −62−0.9% | Reduced |
| Susquehanna International Group, LLP | 7,188 | $213.1K | 0.00% | +7,188 | New |
| Lester Murray Antman dba SimplyRich | 7,418 | $219.0K | 0.09% | +7,418 | New |
| Fort, L.P. | 7,443 | $220.6K | 0.33% | −3,816−33.9% | Reduced |
| NinePointTwo Capital | 7,490 | $222.0K | 0.09% | −5,963−44.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 7,530 | $223.2K | 0.01% | −130,011−94.5% | Reduced |
| Blair William & Co | 7,973 | $236.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 8,083 | $240.0K | 0.00% | +8,083 | New |
| Kula Investments, LLC | 8,405 | $249.1K | 0.09% | +8,405 | New |
| Malaga Cove Capital, LLC | 8,523 | $252.6K | 0.14% | −423−4.7% | Reduced |
| Petrus Trust Company, LTA | 8,620 | $255.5K | 0.03% | +8,620 | New |
| Campbell & CO Investment Adviser LLC | 8,664 | $256.8K | 0.06% | −48,336−84.8% | Reduced |
| Avantax Advisory Services, Inc. | 9,433 | $279.6K | 0.00% | +9,433 | New |
| Barclays PLC | 9,828 | $291.3K | 0.00% | −33,907−77.5% | Reduced |
| Advisor Partners II, LLC | 10,626 | $315.0K | 0.02% | +10,626 | New |
| Creative Planning | 10,786 | $319.7K | 0.00% | +2,448+29.4% | Added |
| Assenagon Asset Management S.A. | 11,316 | $335.0K | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 11,397 | $338.0K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,500 | $340.9K | 0.00% | −5,400−32.0% | Reduced |
| Simplex Trading, LLC | 11,520 | $341.0K | 0.02% | +1,043+10.0% | Added |
| JustInvest LLC | 11,872 | $351.9K | 0.01% | −2,223−15.8% | Reduced |
| MQS Management LLC | 11,993 | $355.5K | 0.24% | −688−5.4% | Reduced |
| Bank of Nova Scotia Trust Co | 12,267 | $363.6K | 0.04% | −46,138−79.0% | Reduced |
| Wetherby Asset Management Inc | 12,350 | $366.1K | 0.02% | +12,350 | New |
| Bridgefront Capital, LLC | 12,412 | $367.9K | 0.26% | +12,412 | New |
| Metis Global Partners, LLC | 12,601 | $373.4K | 0.03% | +3,909+45.0% | Added |
| Cerity Partners LLC | 12,664 | $375.4K | 0.00% | +12,664 | New |
| Fukoku Mutual Life Insurance Co | 13,000 | $385.3K | 0.03% | +13,000 | New |
| BIT Capital GmbH | 13,409 | $397.4K | 0.08% | +13,409 | New |
| Magnetar Financial LLC | 13,518 | $401.0K | 0.01% | +13,518 | New |
| Envestnet Asset Management Inc | 13,674 | $405.3K | 0.00% | −24,338−64.0% | Reduced |
| Knowledge Leaders Capital, LLC | 14,218 | $421.4K | 0.56% | −3,037−17.6% | Reduced |
| Bayesian Capital Management, LP | 14,500 | $429.8K | 0.06% | +14,500 | New |
| Regions Financial Corp | 14,550 | $431.0K | 0.00% | +955+7.0% | Added |
| Advisors Asset Management, Inc. | 14,688 | $435.4K | 0.01% | +3,324+29.3% | Added |