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, Q2 2025
Institutional positions in Open Text Corp as of Jun 30, 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
- 271
- +13 vs. Q1 2025
- Shares held
- 183.3M
- −489.3K (−0.3%) vs. Q1 2025
- Total value
- $5.36B
- +$708.4M (+15.2%) vs. Q1 2025
- New holders
- 37
- 110 more added
- Sold out
- 24
- 89 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $205 | 0.00% | +7 | New |
| Arlington Trust Co LLC | 18 | $526 | 0.00% | +18 | New |
| Twin Peaks Wealth Advisors, LLC | 22 | $649 | 0.00% | +22 | New |
| True Wealth Design, LLC | 25 | $730 | 0.00% | +14+127.3% | Added |
| Bare Financial Services, Inc | 36 | $1.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $1.08K | 0.00% | +24+184.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 40 | $1.16K | 0.00% | +40 | New |
| Larson Financial Group LLC | 42 | $1.22K | 0.00% | −71−62.8% | Reduced |
| Transce3nd, LLC | 43 | $1.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $1.37K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 50 | $1.45K | 0.00% | +5+11.1% | Added |
| Caitong International Asset Management Co., Ltd | 51 | $1.49K | 0.00% | −391−88.5% | Reduced |
| Bruce G. Allen Investments, LLC | 52 | $1.52K | 0.00% | +52 | New |
| Sierra Ocean, LLC | 59 | $1.72K | 0.00% | −19−24.4% | Reduced |
| FSA Wealth Management LLC | 67 | $1.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 79 | $2.31K | 0.00% | −67−45.9% | Reduced |
| McIlrath & Eck, LLC | 87 | $2.54K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 95 | $2.77K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $2.92K | 0.00% | +15+17.6% | Added |
| High Note Wealth, LLC | 112 | $3.27K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 129 | $3.77K | 0.00% | −77−37.4% | Reduced |
| Brown Brothers Harriman & Co | 195 | $5.69K | 0.00% | +195 | New |
| Oakworth Capital, Inc. | 228 | $6.66K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 234 | $6.83K | 0.00% | +234 | New |
| Geneos Wealth Management Inc. | 240 | $7.01K | 0.00% | +208+650.0% | Added |
| Principal Securities, Inc. | 255 | $7.45K | 0.00% | +217+571.1% | Added |
| NewSquare Capital LLC | 256 | $7.47K | 0.00% | +230+884.6% | Added |
| Montag A & Associates Inc | 279 | $8.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 285 | $8.32K | 0.00% | +285 | New |
| Pinnacle Bancorp, Inc. | 305 | $8.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 392 | $11.0K | 0.00% | +25+6.8% | Added |
| Cornerstone Planning Group LLC | 449 | $12.9K | 0.00% | +21+4.9% | Added |
| Strategic Wealth Partners, Ltd. | 465 | $13.6K | 0.00% | +465 | New |
| Skopos Labs, Inc. | 521 | $15.2K | 0.00% | +521 | New |
| First Horizon Advisors, Inc. | 537 | $15.7K | 0.00% | +537 | New |
| Beaird Harris Wealth Management, LLC | 618 | $18.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 772 | $22.5K | 0.00% | +187+32.0% | Added |
| WPG Advisers, LLC | 778 | $22.7K | 0.02% | +778 | New |
| Mark Sheptoff Financial Planning, LLC | 800 | $23.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 822 | $24.0K | 0.00% | +572+228.8% | Added |
| Parallel Advisors, LLC | 867 | $25.3K | 0.00% | −1,071−55.3% | Reduced |
| Sagard Holdings Management Inc. | 1,015 | $29.7K | 0.08% | +1,015 | New |
| Kimelman & Baird, LLC | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,280 | $37.0K | 0.02% | −1,237−49.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,313 | $38.3K | 0.00% | +217+19.8% | Added |
| Rhumbline Advisers | 1,388 | $40.5K | 0.00% | −12−0.9% | Reduced |
| MAI Capital Management | 1,595 | $46.6K | 0.00% | +590+58.7% | Added |
| Cromwell Holdings LLC | 1,635 | $47.7K | 0.03% | +352+27.4% | Added |
| WealthCollab, LLC | 1,640 | $47.9K | 0.03% | +464+39.5% | Added |
| SRS Capital Advisors, Inc. | 1,652 | $48.2K | 0.00% | +1,652 | New |
| Advisor Group Holdings, Inc. | 1,798 | $52.2K | 0.00% | +937+108.8% | Added |
| New Vernon Capital Holdings II LLC | 1,791 | $52.4K | 0.03% | +1,791 | New |
| Versant Capital Management, Inc | 1,976 | $57.7K | 0.01% | +930+88.9% | Added |
| EverSource Wealth Advisors, LLC | 2,005 | $58.6K | 0.00% | +570+39.7% | Added |
| Signaturefd, LLC | 2,247 | $65.6K | 0.00% | −1,727−43.5% | Reduced |
| Natixis | 2,406 | $70.3K | 0.00% | −1,181−32.9% | Reduced |
| Allworth Financial LP | 2,724 | $79.6K | 0.00% | −9−0.3% | Reduced |
| Plato Investment Management Ltd | 2,845 | $82.7K | 0.01% | −47,154−94.3% | Reduced |
| Barclays PLC | 3,159 | $92.2K | 0.00% | +3,094+4,760.0% | Added |
| Generali Asset Management SPA SGR | 2,367 | $94.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3,478 | $101.6K | 0.00% | +3,083+780.5% | Added |
| Centaurus Financial, Inc. | 3,915 | $114.0K | 0.01% | +3,915 | New |
| Parvin Asset Management, LLC | 3,960 | $115.6K | 0.12% | −275−6.5% | Reduced |
| SG Americas Securities, LLC | 5,140 | $150.0K | 0.00% | +5,140 | New |
| Virtus ETF Advisers LLC | 3,900 | $155.2K | 0.09% | 00.0% | Unchanged |
| LSV Asset Management | 5,500 | $161.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,106 | $207.5K | 0.00% | +7,106 | New |
| Net Worth Advisory Group | 7,422 | $216.7K | 0.05% | +7,422 | New |
| Farther Finance Advisors, LLC | 8,503 | $248.3K | 0.00% | −888−9.5% | Reduced |
| Callan Family Office, LLC | 8,560 | $250.0K | 0.01% | +8,560 | New |
| Acadian Asset Management LLC | 8,600 | $250.0K | 0.00% | −461,000−98.2% | Reduced |
| Aristides Capital LLC | 8,784 | $256.5K | 0.08% | +8,784 | New |
| Captrust Financial Advisors | 8,803 | $257.1K | 0.00% | −36,708−80.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,939 | $261.0K | 0.01% | +8,939 | New |
| Sequoia Financial Advisors, LLC | 9,167 | $267.7K | 0.00% | +9,167 | New |
| Citadel Advisors LLC | 9,637 | $281.4K | 0.00% | −26,774−73.5% | Reduced |
| US Bancorp | 9,716 | $283.7K | 0.00% | −1,769−15.4% | Reduced |
| Atria Investments LLC | 10,332 | $301.7K | 0.00% | +10,332 | New |
| Ridgewood Investments LLC | 10,726 | $313.2K | 0.14% | +2,062+23.8% | Added |
| Royal London Asset Management Ltd | 10,806 | $315.5K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,856 | $317.0K | 0.00% | +10,856 | New |
| J. Safra Sarasin Holding AG | 10,984 | $320.3K | 0.01% | −37,782−77.5% | Reduced |
| Johnson Investment Counsel Inc | 11,500 | $335.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,529 | $336.0K | 0.03% | +22+0.2% | Added |
| Assenagon Asset Management S.A. | 11,870 | $346.1K | 0.00% | −626−5.0% | Reduced |
| Arkadios Wealth Advisors | 11,943 | $348.7K | 0.01% | +112+0.9% | Added |
| Oppenheimer Asset Management Inc. | 13,174 | $384.7K | 0.00% | +370+2.9% | Added |
| Prudential Financial Inc | 13,200 | $384.9K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 13,260 | $387.5K | 0.01% | +1,013+8.3% | Added |
| Advisors Asset Management, Inc. | 13,514 | $394.6K | 0.01% | +2,795+26.1% | Added |
| M&G Plc | 13,465 | $395.8K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,729 | $400.5K | 0.00% | +2,048+17.5% | Added |
| CBOE Vest Financial, LLC | 13,769 | $402.1K | 0.01% | +1,045+8.2% | Added |
| Heron Bay Capital Management | 15,022 | $438.6K | 0.09% | +770+5.4% | Added |
| Bryn Mawr Trust Co | 15,048 | $439.4K | 0.01% | −1,160−7.2% | Reduced |
| Westerkirk Capital Inc. | 15,600 | $455.5K | 0.06% | +15,600 | New |
| Investment Management Corp of Ontario | 15,745 | $459.8K | 0.01% | −1,100−6.5% | Reduced |