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 |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 7,422 | $216.7K | 0.05% | +7,422 | New |
| Merit Financial Group, LLC | 7,106 | $207.5K | 0.00% | +7,106 | New |
| LSV Asset Management | 5,500 | $161.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,900 | $155.2K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,140 | $150.0K | 0.00% | +5,140 | New |
| Parvin Asset Management, LLC | 3,960 | $115.6K | 0.12% | −275−6.5% | Reduced |
| Centaurus Financial, Inc. | 3,915 | $114.0K | 0.01% | +3,915 | New |
| Optiver Holding B.V. | 3,478 | $101.6K | 0.00% | +3,083+780.5% | Added |
| Generali Asset Management SPA SGR | 2,367 | $94.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,159 | $92.2K | 0.00% | +3,094+4,760.0% | Added |
| Plato Investment Management Ltd | 2,845 | $82.7K | 0.01% | −47,154−94.3% | Reduced |
| Allworth Financial LP | 2,724 | $79.6K | 0.00% | −9−0.3% | Reduced |
| Natixis | 2,406 | $70.3K | 0.00% | −1,181−32.9% | Reduced |
| Signaturefd, LLC | 2,247 | $65.6K | 0.00% | −1,727−43.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,005 | $58.6K | 0.00% | +570+39.7% | Added |
| Versant Capital Management, Inc | 1,976 | $57.7K | 0.01% | +930+88.9% | Added |
| New Vernon Capital Holdings II LLC | 1,791 | $52.4K | 0.03% | +1,791 | New |
| Advisor Group Holdings, Inc. | 1,798 | $52.2K | 0.00% | +937+108.8% | Added |
| SRS Capital Advisors, Inc. | 1,652 | $48.2K | 0.00% | +1,652 | New |
| WealthCollab, LLC | 1,640 | $47.9K | 0.03% | +464+39.5% | Added |
| Cromwell Holdings LLC | 1,635 | $47.7K | 0.03% | +352+27.4% | Added |
| MAI Capital Management | 1,595 | $46.6K | 0.00% | +590+58.7% | Added |
| Rhumbline Advisers | 1,388 | $40.5K | 0.00% | −12−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,313 | $38.3K | 0.00% | +217+19.8% | Added |
| Covestor Ltd | 1,280 | $37.0K | 0.02% | −1,237−49.1% | Reduced |
| Kimelman & Baird, LLC | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 1,015 | $29.7K | 0.08% | +1,015 | New |
| Parallel Advisors, LLC | 867 | $25.3K | 0.00% | −1,071−55.3% | Reduced |
| Massmutual Trust Co FSB | 822 | $24.0K | 0.00% | +572+228.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $23.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 778 | $22.7K | 0.02% | +778 | New |
| IFP Advisors, Inc | 772 | $22.5K | 0.00% | +187+32.0% | Added |
| Beaird Harris Wealth Management, LLC | 618 | $18.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 537 | $15.7K | 0.00% | +537 | New |
| Skopos Labs, Inc. | 521 | $15.2K | 0.00% | +521 | New |
| Strategic Wealth Partners, Ltd. | 465 | $13.6K | 0.00% | +465 | New |
| Cornerstone Planning Group LLC | 449 | $12.9K | 0.00% | +21+4.9% | Added |
| CWM, LLC | 392 | $11.0K | 0.00% | +25+6.8% | Added |
| Pinnacle Bancorp, Inc. | 305 | $8.91K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 285 | $8.32K | 0.00% | +285 | New |
| Montag A & Associates Inc | 279 | $8.15K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 256 | $7.47K | 0.00% | +230+884.6% | Added |
| Principal Securities, Inc. | 255 | $7.45K | 0.00% | +217+571.1% | Added |
| Geneos Wealth Management Inc. | 240 | $7.01K | 0.00% | +208+650.0% | Added |
| Walleye Capital LLC | 234 | $6.83K | 0.00% | +234 | New |
| Oakworth Capital, Inc. | 228 | $6.66K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 195 | $5.69K | 0.00% | +195 | New |
| SBI Securities Co., Ltd. | 129 | $3.77K | 0.00% | −77−37.4% | Reduced |
| High Note Wealth, LLC | 112 | $3.27K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $2.92K | 0.00% | +15+17.6% | Added |
| Umb Bank N A | 95 | $2.77K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $2.54K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 79 | $2.31K | 0.00% | −67−45.9% | Reduced |
| FSA Wealth Management LLC | 67 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 59 | $1.72K | 0.00% | −19−24.4% | Reduced |
| Bruce G. Allen Investments, LLC | 52 | $1.52K | 0.00% | +52 | New |
| Caitong International Asset Management Co., Ltd | 51 | $1.49K | 0.00% | −391−88.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 50 | $1.45K | 0.00% | +5+11.1% | Added |
| AdvisorNet Financial, Inc | 47 | $1.37K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 43 | $1.26K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $1.22K | 0.00% | −71−62.8% | Reduced |
| Hughes Financial Services, LLC | 40 | $1.16K | 0.00% | +40 | New |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $1.08K | 0.00% | +24+184.6% | Added |
| Bare Financial Services, Inc | 36 | $1.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $730 | 0.00% | +14+127.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 22 | $649 | 0.00% | +22 | New |
| Arlington Trust Co LLC | 18 | $526 | 0.00% | +18 | New |
| Kilter Group LLC | 7 | $205 | 0.00% | +7 | New |
| Huntington National Bank | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $22 | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −647,115−100.0% | Sold out |
| Addenda Capital Inc. | 0 | $0 | 0.00% | −169,703−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −187,565−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −99,300−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −84,520−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −41,111−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −34,601−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,509−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −22,287−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −19,103−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −15,537−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −12,040−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −10,797−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −8,407−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −8,359−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,976−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Schechter Investment Advisors, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Grayhawk Investment Strategies Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |