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 2023
Institutional positions in Open Text Corp as of Mar 31, 2023. 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
- 248
- −2 vs. Q4 2022
- Shares held
- 185.0M
- +9.19M (+5.2%) vs. Q4 2022
- Total value
- $7.30B
- +$2.07B (+39.5%) vs. Q4 2022
- New holders
- 34
- 107 more added
- Sold out
- 36
- 64 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $231 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $232 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $308 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 39 | $600 | 0.03% | +9+30.0% | Added |
| Belpointe Asset Management LLC | 18 | $675 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $694 | 0.00% | +1+5.9% | Added |
| Baker Avenue Asset Management, LP | 24 | $925 | 0.00% | +24 | New |
| Centerpoint Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Earnest Partners LLC | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 34 | $1.31K | 0.00% | −784−95.8% | Reduced |
| Bell Investment Advisors, Inc | 38 | $1.47K | 0.00% | +27+245.5% | Added |
| Grove Bank & Trust | 45 | $1.74K | 0.00% | +45 | New |
| Ahrens Investment Partners LLC | 50 | $1.93K | 0.00% | +50 | New |
| Syverson Strege & Co | 57 | $2.20K | 0.00% | +57 | New |
| JFS Wealth Advisors, LLC | 63 | $2.43K | 0.00% | +1+1.6% | Added |
| Umb Bank N A | 64 | $2.47K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 80 | $3.08K | 0.00% | −15−15.8% | Reduced |
| Bokf, NA | 101 | $3.89K | 0.00% | +101 | New |
| Anchor Investment Management, LLC | 125 | $4.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 127 | $4.90K | 0.00% | −32−20.1% | Reduced |
| Copeland Capital Management, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 212 | $6.00K | 0.00% | −103−32.7% | Reduced |
| Fifth Third Bancorp | 184 | $7.09K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $7.71K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 228 | $8.79K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 263 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 313 | $12.1K | 0.00% | +12+4.0% | Added |
| AdvisorNet Financial, Inc | 388 | $15.0K | 0.00% | −117−23.2% | Reduced |
| Piershale Financial Group, Inc. | 400 | $15.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 456 | $16.1K | 0.00% | −288−38.7% | Reduced |
| Global Retirement Partners, LLC | 438 | $16.5K | 0.00% | −10−2.2% | Reduced |
| Optiver Holding B.V. | 444 | $17.1K | 0.00% | +400+909.1% | Added |
| Mondrian Investment Partners LTD | 471 | $18.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 481 | $18.5K | 0.00% | +95+24.6% | Added |
| Allworth Financial LP | 524 | $20.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 560 | $21.6K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 572 | $22.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 606 | $23.4K | 0.00% | +19+3.2% | Added |
| Beaird Harris Wealth Management, LLC | 618 | $23.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 785 | $30.0K | 0.00% | +118+17.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $30.8K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 937 | $36.1K | 0.01% | −31−3.2% | Reduced |
| Larson Financial Group LLC | 1,018 | $39.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,232 | $47.5K | 0.00% | +74+6.4% | Added |
| Harbor Investment Advisory, LLC | 1,250 | $48.2K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,257 | $48.5K | 0.03% | +1,257 | New |
| Grayhawk Investment Strategies Inc. | 1,007 | $52.0K | 0.02% | +958+1,955.1% | Added |
| Stonebridge Capital Advisors LLC | 1,556 | $60.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,839 | $70.9K | 0.01% | +137+8.0% | Added |
| Leonteq Securities AG | 2,000 | $77.1K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,266 | $87.4K | 0.00% | +2,266 | New |
| Lazard Asset Management LLC | 2,429 | $93.0K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,723 | $105.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,109 | $119.9K | 0.01% | +13+0.4% | Added |
| JJJ Advisors Inc. | 3,242 | $127.3K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $154.2K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 4,300 | $166.0K | 0.00% | +900+26.5% | Added |
| The PNC Financial Services Group, Inc. | 4,613 | $177.8K | 0.00% | +592+14.7% | Added |
| Bessemer Group Inc | 5,275 | $203.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,341 | $205.9K | 0.03% | +5,341 | New |
| Van Eck Associates Corp | 5,445 | $210.0K | 0.00% | −1,226−18.4% | Reduced |
| US Bancorp | 5,645 | $217.6K | 0.00% | +45+0.8% | Added |
| AXA S.A. | 5,810 | $224.0K | 0.00% | +5,810 | New |
| Greenleaf Trust | 5,929 | $228.6K | 0.00% | +5,929 | New |
| Brinker Capital Investments, LLC | 6,191 | $238.7K | 0.00% | +6,191 | New |
| Orion Portfolio Solutions, LLC | 6,191 | $238.7K | 0.00% | +6,191 | New |
| Massachusetts Financial Services Co | 6,733 | $259.6K | 0.00% | +6,733 | New |
| Lester Murray Antman dba SimplyRich | 7,418 | $285.0K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,514 | $289.7K | 0.00% | +399+5.6% | Added |
| Blair William & Co | 7,973 | $307.4K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,034 | $309.7K | 0.04% | +8,034 | New |
| Fox Run Management, L.L.C. | 8,400 | $323.8K | 0.11% | +8,400 | New |
| Wedge Capital Management L L P | 8,654 | $333.6K | 0.01% | −2,743−24.1% | Reduced |
| ExodusPoint Capital Management, LP | 8,819 | $340.0K | 0.00% | +8,819 | New |
| GWM Advisors LLC | 9,225 | $355.6K | 0.00% | +9,221+230,525.0% | Added |
| Natixis | 9,305 | $358.4K | 0.00% | +9,305 | New |
| Ameriprise Financial Inc | 8,078 | $382.0K | 0.00% | −5−0.1% | Reduced |
| Polar Asset Management Partners Inc. | 10,000 | $385.1K | 0.01% | −25,000−71.4% | Reduced |
| Avantax Advisory Services, Inc. | 10,144 | $391.1K | 0.00% | +711+7.5% | Added |
| Schonfeld Strategic Advisors LLC | 10,192 | $392.9K | 0.00% | −59,708−85.4% | Reduced |
| CI Private Wealth, LLC | 10,329 | $398.2K | 0.00% | +10,329 | New |
| Heron Bay Capital Management | 10,804 | $416.5K | 0.16% | +10,804 | New |
| Cumberland Partners Ltd | 11,000 | $423.7K | 0.04% | +11,000 | New |
| HRT Financial LP | 11,027 | $425.0K | 0.01% | +11,027 | New |
| Advisor Partners II, LLC | 11,097 | $427.8K | 0.02% | +471+4.4% | Added |
| BNP Paribas Arbitrage, SA | 11,313 | $436.1K | 0.00% | +6,482+134.2% | Added |
| Johnson Investment Counsel Inc | 11,500 | $443.3K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 11,500 | $443.5K | 0.00% | −119,800−91.2% | Reduced |
| Susquehanna International Group, LLP | 11,744 | $452.7K | 0.00% | +4,556+63.4% | Added |
| Bank of Nova Scotia Trust Co | 12,373 | $477.0K | 0.05% | +106+0.9% | Added |
| Wetherby Asset Management Inc | 12,622 | $486.6K | 0.03% | +272+2.2% | Added |
| JustInvest LLC | 13,091 | $504.6K | 0.02% | +1,219+10.3% | Added |
| Creative Planning | 14,065 | $542.2K | 0.00% | +3,279+30.4% | Added |
| Simplex Trading, LLC | 14,350 | $553.0K | 0.03% | +2,830+24.6% | Added |
| Bristol Gate Capital Partners Inc. | 14,453 | $556.7K | 0.03% | −15,106−51.1% | Reduced |
| Regions Financial Corp | 14,990 | $578.0K | 0.01% | +440+3.0% | Added |
| Janney Montgomery Scott LLC | 15,091 | $582.0K | 0.00% | −2,072−12.1% | Reduced |
| Envestnet Asset Management Inc | 15,402 | $593.8K | 0.00% | +1,728+12.6% | Added |
| Millennium Management LLC | 15,562 | $600.0K | 0.00% | −418,558−96.4% | Reduced |