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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 2,429 | $71.0K | 0.00% | +2,429 | New |
| Leonteq Securities AG | 2,000 | $59.3K | 0.00% | −747−27.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,702 | $50.4K | 0.01% | −876−34.0% | Reduced |
| Stonebridge Capital Advisors LLC | 1,556 | $46.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,250 | $37.0K | 0.01% | −639−33.8% | Reduced |
| Parallel Advisors, LLC | 1,158 | $34.3K | 0.00% | −57−4.7% | Reduced |
| Larson Financial Group LLC | 1,018 | $30.2K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 49 | $29.8K | 0.02% | −958−95.1% | Reduced |
| Glassman Wealth Services | 968 | $28.7K | 0.01% | +553+133.3% | Added |
| IFP Advisors, Inc | 744 | $26.0K | 0.00% | −6−0.8% | Reduced |
| Advisory Services Network, LLC | 818 | $24.2K | 0.00% | +818 | New |
| Mark Sheptoff Financial Planning, LLC | 800 | $23.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Mondrian Investment Partners LTD | 471 | $19.0K | 0.00% | +471 | New |
| Beaird Harris Wealth Management, LLC | 618 | $18.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 587 | $17.4K | 0.00% | +15+2.6% | Added |
| AlphaMark Advisors, LLC | 572 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 560 | $16.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 524 | $15.5K | 0.00% | +314+149.5% | Added |
| AdvisorNet Financial, Inc | 505 | $15.0K | 0.00% | −8−1.6% | Reduced |
| Global Retirement Partners, LLC | 448 | $13.3K | 0.00% | −70−13.5% | Reduced |
| Cornerstone Planning Group LLC | 400 | $13.0K | 0.01% | +400 | New |
| Piershale Financial Group, Inc. | 400 | $11.9K | 0.01% | +400 | New |
| Massmutual Trust Co FSB | 386 | $11.0K | 0.00% | +319+476.1% | Added |
| Lindbrook Capital, LLC | 301 | $8.92K | 0.00% | −272−47.5% | Reduced |
| Ronald Blue Trust, Inc. | 315 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 263 | $7.79K | 0.00% | +263 | New |
| Oakworth Capital, Inc. | 228 | $6.76K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $5.93K | 0.00% | +200 | New |
| Fifth Third Bancorp | 184 | $5.45K | 0.00% | −7,245−97.5% | Reduced |
| Zions Bancorporation, N.A. | 159 | $4.71K | 0.00% | −3−1.9% | Reduced |
| Copeland Capital Management, LLC | 119 | $4.00K | 0.00% | +59+98.3% | Added |
| Anchor Investment Management, LLC | 125 | $3.71K | 0.00% | −2,300−94.8% | Reduced |
| Truvestments Capital LLC | 111 | $3.29K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 95 | $2.82K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 88 | $2.61K | 0.00% | +88 | New |
| Umb Bank N A | 64 | $2.00K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 62 | $1.84K | 0.00% | +55+785.7% | Added |
| Earnest Partners LLC | 32 | $1.28K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 44 | $1.00K | 0.00% | −2−4.3% | Reduced |
| Belpointe Asset Management LLC | 18 | $519 | 0.00% | +18 | New |
| Schubert & Co | 17 | $504 | 0.00% | −24−58.5% | Reduced |
| Optimum Investment Advisors | 13 | $385 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $326 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $237 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6 | $178 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $178 | 0.00% | +6 | New |
| Huntington National Bank | 1 | $30 | 0.00% | −475−99.8% | Reduced |
| Sofos Investments, Inc. | 30 | $20 | 0.00% | −74−71.2% | Reduced |
| Artemis Wealth Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $0 | 0.00% | +4 | New |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −546,830−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −327,690−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −159,700−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −143,454−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −131,221−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −128,583−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −116,637−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −106,742−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −102,375−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −90,492−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −60,653−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −55,723−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −51,894−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −49,490−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −46,057−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −44,400−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −36,870−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −32,768−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −31,359−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −26,433−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −26,409−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,830−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −22,586−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −18,886−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,726−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,651−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,864−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,853−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,957−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,604−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,532−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −12,209−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −9,221−100.0% | Sold out |
| Barry Investment Advisors, LLC | 0 | $0 | 0.00% | −9,063−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,201−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,302−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| QV Investors Inc. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |