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 2023
Institutional positions in Open Text Corp as of Dec 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
- 277
- +19 vs. Q3 2023
- Shares held
- 177.7M
- +274.6K (+0.2%) vs. Q3 2023
- Total value
- $7.50B
- +$1.20B (+19.0%) vs. Q3 2023
- New holders
- 47
- 94 more added
- Sold out
- 28
- 92 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 5,848 | $245.0K | 0.00% | +1,113+23.5% | Added |
| Syon Capital LLC | 5,794 | $243.5K | 0.02% | +5,794 | New |
| Cresset Asset Management, LLC | 5,403 | $227.1K | 0.00% | −399−6.9% | Reduced |
| Wolverine Trading, LLC | 5,343 | $224.5K | 0.00% | +5,343 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,281 | $221.9K | 0.03% | +5,281 | New |
| HB Wealth Management, LLC | 5,096 | $214.1K | 0.00% | +5,096 | New |
| Mosaic Family Wealth Partners, LLC | 5,065 | $212.8K | 0.04% | +5,065 | New |
| Cigna Investments Inc | 4,974 | $211.0K | 0.04% | +4,974 | New |
| Two Sigma Advisers, LP | 5,000 | $210.1K | 0.00% | −6,100−55.0% | Reduced |
| HRT Financial LP | 4,801 | $201.0K | 0.00% | +4,801 | New |
| Brinker Capital Investments, LLC | 4,848 | $200.2K | 0.00% | +4,848 | New |
| Orion Portfolio Solutions, LLC | 4,848 | $200.2K | 0.00% | +4,848 | New |
| The PNC Financial Services Group, Inc. | 4,692 | $197.2K | 0.00% | +1,023+27.9% | Added |
| LSV Asset Management | 4,300 | $181.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,421 | $143.8K | 0.03% | +75+2.2% | Added |
| Te Ahumairangi Investment Management Ltd | 3,250 | $137.0K | 0.03% | −103,516−97.0% | Reduced |
| Tobam | 3,200 | $135.0K | 0.01% | −1,475−31.6% | Reduced |
| Quadrant Capital Group LLC | 2,982 | $125.3K | 0.01% | +146+5.1% | Added |
| UniSuper Management Pty Ltd | 1,900 | $105.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,475 | $104.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,208 | $92.8K | 0.07% | +2,208 | New |
| EverSource Wealth Advisors, LLC | 2,186 | $91.9K | 0.01% | +334+18.0% | Added |
| Rhumbline Advisers | 2,075 | $87.2K | 0.00% | −75−3.5% | Reduced |
| Leonteq Securities AG | 2,000 | $84.0K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,923 | $80.0K | 0.00% | −800−29.4% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,007 | $56.1K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 1,138 | $47.8K | 0.00% | +1,138 | New |
| Impact Partnership Wealth, LLC | 1,044 | $43.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 957 | $40.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 956 | $40.2K | 0.00% | +676+241.4% | Added |
| Glassman Wealth Services | 928 | $39.0K | 0.01% | −70−7.0% | Reduced |
| Parallel Advisors, LLC | 914 | $38.4K | 0.00% | −327−26.3% | Reduced |
| CWM, LLC | 861 | $36.0K | 0.00% | −60−6.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 800 | $33.6K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 800 | $32.1K | 0.02% | +800 | New |
| IFP Advisors, Inc | 656 | $27.6K | 0.00% | −214−24.6% | Reduced |
| Optiver Holding B.V. | 633 | $26.6K | 0.00% | +633 | New |
| Mondrian Investment Partners LTD | 471 | $26.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 645 | $26.0K | 0.00% | +207+47.3% | Added |
| Beaird Harris Wealth Management, LLC | 618 | $26.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 584 | $24.5K | 0.00% | −161−21.6% | Reduced |
| AlphaMark Advisors, LLC | 572 | $24.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 560 | $23.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 482 | $20.3K | 0.00% | +373+342.2% | Added |
| Tower Research Capital LLC (TRC) | 419 | $17.6K | 0.00% | −2,376−85.0% | Reduced |
| Cornerstone Planning Group LLC | 404 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 399 | $16.8K | 0.00% | +86+27.5% | Added |
| Massmutual Trust Co FSB | 356 | $15.0K | 0.00% | −101−22.1% | Reduced |
| Oakworth Capital, Inc. | 228 | $9.58K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 228 | $8.00K | 0.00% | +16+7.5% | Added |
| Fifth Third Bancorp | 184 | $7.73K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 144 | $6.05K | 0.00% | +17+13.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 127 | $5.35K | 0.00% | +61+92.4% | Added |
| Copeland Capital Management, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 110 | $4.62K | 0.00% | +110 | New |
| Harbor Investment Advisory, LLC | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 118 | $4.00K | 0.00% | −18,382−99.4% | Reduced |
| McIlrath & Eck, LLC | 87 | $3.66K | 0.00% | +87 | New |
| JFS Wealth Advisors, LLC | 86 | $3.61K | 0.00% | +23+36.5% | Added |
| FSA Wealth Management LLC | 67 | $3.00K | 0.00% | +67 | New |
| CVA Family Office, LLC | 58 | $2.44K | 0.00% | +58 | New |
| Bokf, NA | 57 | $2.40K | 0.00% | −67−54.0% | Reduced |
| GWM Advisors LLC | 55 | $2.32K | 0.00% | +51+1,275.0% | Added |
| AdvisorNet Financial, Inc | 51 | $2.14K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 42 | $1.78K | 0.00% | +42 | New |
| Larson Financial Group LLC | 38 | $1.58K | 0.00% | −980−96.3% | Reduced |
| Geneos Wealth Management Inc. | 32 | $1.34K | 0.00% | +32 | New |
| Steward Partners Investment Advisory, LLC | 21 | $882 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 18 | $756 | 0.00% | +18 | New |
| Sofos Investments, Inc. | 15 | $654 | 0.00% | −2−11.8% | Reduced |
| Raleigh Capital Management Inc. | 14 | $594 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $336 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $253 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5 | $211 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $22 | 0.00% | +1 | New |
| Disciplined Growth Investors Inc | 0 | $0 | 0.00% | −490,956−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −299,113−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −263,169−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −207,355−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −83,832−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −74,943−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −68,767−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −43,585−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −43,103−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −32,911−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −29,400−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −25,085−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −15,681−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −15,101−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,903−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,730−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,796−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,623−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,974−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,636−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −5,929−100.0% | Sold out |