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 2025
Institutional positions in Open Text Corp as of Mar 31, 2025. 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
- 264
- −8 vs. Q4 2024
- Shares held
- 183.9M
- +9.85M (+5.7%) vs. Q4 2024
- Total value
- $4.65B
- −$278.7M (−5.7%) vs. Q4 2024
- New holders
- 28
- 112 more added
- Sold out
- 36
- 92 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 1 | $19 | 0.00% | −2−66.7% | Reduced |
| Huntington National Bank | 1 | $25 | 0.00% | −18−94.7% | Reduced |
| Abound Wealth Management | 3 | $77 | 0.00% | +3 | New |
| True Wealth Design, LLC | 11 | $278 | 0.00% | −2−15.4% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $329 | 0.00% | −65−83.3% | Reduced |
| NewSquare Capital LLC | 26 | $657 | 0.00% | +26 | New |
| Geneos Wealth Management Inc. | 32 | $808 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $909 | 0.00% | +36 | New |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $985 | 0.00% | −82−67.8% | Reduced |
| Principal Securities, Inc. | 38 | $1.08K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 43 | $1.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 45 | $1.14K | 0.00% | +24+114.3% | Added |
| AdvisorNet Financial, Inc | 47 | $1.19K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $1.52K | 0.00% | −44,602−99.9% | Reduced |
| Barclays PLC | 65 | $1.64K | 0.00% | +51+364.3% | Added |
| FSA Wealth Management LLC | 67 | $1.69K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 78 | $1.97K | 0.00% | −165−67.9% | Reduced |
| Tradewinds Capital Management, LLC | 85 | $2.15K | 0.00% | +25+41.7% | Added |
| McIlrath & Eck, LLC | 87 | $2.20K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 95 | $2.40K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 112 | $2.83K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 113 | $2.85K | 0.00% | +71+169.0% | Added |
| Ronald Blue Trust, Inc. | 133 | $3.36K | 0.00% | +133 | New |
| Zions Bancorporation, National Association | 146 | $3.69K | 0.00% | +146 | New |
| SBI Securities Co., Ltd. | 206 | $5.20K | 0.00% | +33+19.1% | Added |
| Oakworth Capital, Inc. | 228 | $5.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 250 | $6.32K | 0.00% | +95+61.3% | Added |
| Montag A & Associates Inc | 279 | $7.05K | 0.00% | +55+24.6% | Added |
| Pinnacle Bancorp, Inc. | 305 | $7.70K | 0.00% | +66+27.6% | Added |
| Mondrian Investment Partners LTD | 238 | $8.64K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 367 | $9.00K | 0.00% | −239−39.4% | Reduced |
| Optiver Holding B.V. | 395 | $9.98K | 0.00% | +395 | New |
| Cornerstone Planning Group LLC | 428 | $11.1K | 0.00% | +15+3.6% | Added |
| Caitong International Asset Management Co., Ltd | 442 | $11.2K | 0.01% | −227−33.9% | Reduced |
| Winnow Wealth LLC | 480 | $12.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 513 | $13.0K | 0.00% | +122+31.2% | Added |
| IFP Advisors, Inc | 585 | $14.8K | 0.00% | −426−42.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 598 | $15.1K | 0.00% | −112−15.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 618 | $15.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 751 | $19.0K | 0.00% | +509+210.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $20.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 861 | $21.8K | 0.00% | −532−38.2% | Reduced |
| MAI Capital Management | 1,005 | $25.4K | 0.00% | −22−2.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,015 | $25.6K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,046 | $26.4K | 0.00% | +1,046 | New |
| The PNC Financial Services Group, Inc. | 1,096 | $27.7K | 0.00% | −696−38.8% | Reduced |
| Group One Trading, L.P. | 1,135 | $28.7K | 0.00% | +874+334.9% | Added |
| WealthCollab, LLC | 1,176 | $29.7K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,200 | $30.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,283 | $32.4K | 0.02% | −168−11.6% | Reduced |
| Rhumbline Advisers | 1,400 | $35.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,435 | $36.2K | 0.00% | +761+112.9% | Added |
| Coldstream Capital Management Inc | 1,484 | $37.5K | 0.00% | +1,484 | New |
| Parallel Advisors, LLC | 1,938 | $49.0K | 0.00% | +1,331+219.3% | Added |
| Covestor Ltd | 2,517 | $64.0K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,888 | $73.0K | 0.01% | +2,261+360.6% | Added |
| Allworth Financial LP | 2,733 | $73.4K | 0.00% | +169+6.6% | Added |
| Generali Asset Management SPA SGR | 2,367 | $86.0K | 0.00% | +174+7.9% | Added |
| CIBC Private Wealth Group, LLC | 3,762 | $87.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 3,587 | $89.8K | 0.00% | +426+13.5% | Added |
| Signaturefd, LLC | 3,974 | $100.4K | 0.00% | −9,099−69.6% | Reduced |
| Parvin Asset Management, LLC | 4,235 | $107.0K | 0.12% | −300−6.6% | Reduced |
| LSV Asset Management | 5,500 | $139.0K | 0.00% | −3,500−38.9% | Reduced |
| Virtus ETF Advisers LLC | 3,900 | $141.6K | 0.09% | +3,900 | New |
| Credit Agricole S A | 7,558 | $190.9K | 0.00% | +191+2.6% | Added |
| Simplex Trading, LLC | 7,976 | $201.0K | 0.01% | +7,976 | New |
| APG Asset Management US Inc. | 8,359 | $211.7K | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 8,407 | $212.6K | 0.01% | +8,407 | New |
| Ridgewood Investments LLC | 8,664 | $218.9K | 0.10% | +7,414+593.1% | Added |
| Glenmede Trust Co NA | 8,839 | $223.3K | 0.00% | +8,839 | New |
| Farther Finance Advisors, LLC | 9,391 | $238.2K | 0.01% | −650−6.5% | Reduced |
| Advisors Asset Management, Inc. | 10,719 | $270.8K | 0.01% | +4,601+75.2% | Added |
| Quadrant Capital Group LLC | 10,797 | $272.7K | 0.01% | +9,240+593.4% | Added |
| Royal London Asset Management Ltd | 10,806 | $273.0K | 0.00% | +10,806 | New |
| NBC Securities, Inc. | 11,507 | $290.0K | 0.02% | +11,499+143,737.5% | Added |
| US Bancorp | 11,485 | $290.1K | 0.00% | −7,225−38.6% | Reduced |
| Johnson Investment Counsel Inc | 11,500 | $290.5K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 11,681 | $294.9K | 0.00% | +722+6.6% | Added |
| Arkadios Wealth Advisors | 11,831 | $298.9K | 0.01% | +11,831 | New |
| Moloney Securities Asset Management, LLC | 12,040 | $304.1K | 0.04% | −4,405−26.8% | Reduced |
| Quantinno Capital Management LP | 12,068 | $304.8K | 0.00% | +12,068 | New |
| Metis Global Partners, LLC | 12,247 | $309.1K | 0.01% | −293−2.3% | Reduced |
| Assenagon Asset Management S.A. | 12,496 | $315.3K | 0.00% | −7,425−37.3% | Reduced |
| CBOE Vest Financial, LLC | 12,724 | $321.4K | 0.00% | +3,290+34.9% | Added |
| Oppenheimer Asset Management Inc. | 12,804 | $323.4K | 0.00% | +12,804 | New |
| Prudential Financial Inc | 13,200 | $333.2K | 0.00% | +13,200 | New |
| M&G Plc | 13,465 | $336.9K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 14,252 | $360.0K | 0.08% | +449+3.3% | Added |
| Numerai GP LLC | 15,537 | $392.5K | 0.07% | +4,517+41.0% | Added |
| LPL Financial LLC | 15,660 | $395.6K | 0.00% | −2,849−15.4% | Reduced |
| Bryn Mawr Trust Co | 16,208 | $409.4K | 0.01% | −1,045−6.1% | Reduced |
| Investment Management Corp of Ontario | 16,845 | $425.5K | 0.01% | +16,845 | New |
| Massachusetts Financial Services Co | 17,199 | $434.4K | 0.00% | +4,362+34.0% | Added |
| State of Wyoming | 17,251 | $435.4K | 0.06% | +17,251 | New |
| Quartz Partners, LLC | 17,337 | $437.9K | 0.27% | +17,337 | New |
| Toroso Investments, LLC | 17,599 | $444.6K | 0.00% | −639−3.5% | Reduced |
| Schechter Investment Advisors, LLC | 18,085 | $456.8K | 0.04% | −2,775−13.3% | Reduced |
| Blueshift Asset Management, LLC | 19,103 | $482.5K | 0.19% | +5,791+43.5% | Added |
| Creative Planning | 19,850 | $501.4K | 0.00% | −8,604−30.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 19,958 | $504.1K | 0.14% | +4,105+25.9% | Added |