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, Q3 2025
Institutional positions in Open Text Corp as of Sep 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
- 281
- +14 vs. Q2 2025
- Shares held
- 183.6M
- +3.73M (+2.1%) vs. Q2 2025
- Total value
- $6.87B
- +$1.61B (+30.7%) vs. Q2 2025
- New holders
- 43
- 116 more added
- Sold out
- 29
- 86 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Open Text Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9 | $324 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 14 | $367 | 0.00% | −435−96.9% | Reduced |
| Root Financial Partners, LLC | 17 | $635 | 0.00% | +17 | New |
| Kilter Group LLC | 20 | $748 | 0.00% | +13+185.7% | Added |
| Smartleaf Asset Management LLC | 29 | $1.09K | 0.00% | +29 | New |
| Caitong International Asset Management Co., Ltd | 31 | $1.16K | 0.00% | −20−39.2% | Reduced |
| Geneos Wealth Management Inc. | 32 | $1.20K | 0.00% | −208−86.7% | Reduced |
| True Wealth Design, LLC | 32 | $1.20K | 0.00% | +7+28.0% | Added |
| Bare Financial Services, Inc | 36 | $1.35K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 40 | $1.39K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $1.42K | 0.00% | +38 | New |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 44 | $1.65K | 0.00% | +44 | New |
| Steward Partners Investment Advisory, LLC | 46 | $1.71K | 0.00% | −4−8.0% | Reduced |
| JFS Wealth Advisors, LLC | 47 | $1.76K | 0.00% | +10+27.0% | Added |
| Bruce G. Allen Investments, LLC | 52 | $1.94K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 67 | $2.50K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 71 | $2.64K | 0.00% | +29+69.0% | Added |
| Zions Bancorporation, National Association | 72 | $2.69K | 0.00% | −7−8.9% | Reduced |
| Tradewinds Capital Management, LLC | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 103 | $3.85K | 0.00% | +103 | New |
| Louisbourg Investments Inc. | 110 | $4.11K | 0.00% | −98,461−99.9% | Reduced |
| High Note Wealth, LLC | 112 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 121 | $4.51K | 0.00% | +121 | New |
| SRS Capital Advisors, Inc. | 121 | $4.52K | 0.00% | −1,531−92.7% | Reduced |
| Umb Bank N A | 132 | $4.93K | 0.00% | +37+38.9% | Added |
| Dixon Mitchell Investment Counsel Inc. | 145 | $5.42K | 0.00% | +145 | New |
| Quadrant Capital Group LLC | 161 | $6.02K | 0.00% | +161 | New |
| Transamerica Financial Advisors, Inc. | 162 | $6.03K | 0.00% | +162 | New |
| Jones Financial Companies LLLP | 168 | $6.29K | 0.00% | +168 | New |
| Principal Securities, Inc. | 262 | $9.79K | 0.00% | +7+2.7% | Added |
| Montag A & Associates Inc | 279 | $10.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 285 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 305 | $11.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 305 | $11.4K | 0.00% | +110+56.4% | Added |
| Ronald Blue Trust, Inc. | 310 | $11.6K | 0.00% | +310 | New |
| SBI Securities Co., Ltd. | 320 | $12.0K | 0.00% | +191+148.1% | Added |
| Rialto Wealth Management, LLC | 387 | $14.5K | 0.00% | +387 | New |
| CWM, LLC | 405 | $15.0K | 0.00% | +13+3.3% | Added |
| Strategic Wealth Partners, Ltd. | 465 | $17.4K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 480 | $18.2K | 0.01% | +480 | New |
| Beaird Harris Wealth Management, LLC | 618 | $23.1K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 769 | $28.7K | 0.00% | +535+228.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $29.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 808 | $30.2K | 0.02% | +30+3.9% | Added |
| Mondrian Investment Partners LTD | 587 | $30.5K | 0.00% | +587 | New |
| Massmutual Trust Co FSB | 824 | $30.8K | 0.00% | +2+0.2% | Added |
| CIBC Private Wealth Group, LLC | 872 | $32.6K | 0.00% | +872 | New |
| Parallel Advisors, LLC | 980 | $36.6K | 0.00% | +113+13.0% | Added |
| Sagard Holdings Management Inc. | 1,015 | $37.9K | 0.19% | 00.0% | Unchanged |
| Groupe la Francaise | 1,114 | $41.6K | 0.00% | +1,114 | New |
| Barclays PLC | 1,192 | $44.6K | 0.00% | −1,967−62.3% | Reduced |
| Kimelman & Baird, LLC | 1,200 | $44.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,280 | $48.0K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,388 | $51.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,608 | $60.1K | 0.00% | +13+0.8% | Added |
| Cromwell Holdings LLC | 1,635 | $61.1K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,640 | $61.3K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,759 | $62.7K | 0.00% | −39−2.2% | Reduced |
| Bryn Mawr Trust Co | 1,725 | $64.5K | 0.00% | −13,323−88.5% | Reduced |
| New Vernon Capital Holdings II LLC | 1,791 | $66.9K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,834 | $68.6K | 0.01% | −142−7.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,941 | $72.6K | 0.00% | −64−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,141 | $80.0K | 0.00% | +828+63.1% | Added |
| Signaturefd, LLC | 2,541 | $95.0K | 0.00% | +294+13.1% | Added |
| Allworth Financial LP | 2,727 | $101.9K | 0.00% | +3+0.1% | Added |
| Plato Investment Management Ltd | 2,845 | $105.6K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,514 | $131.0K | 0.01% | −401−10.2% | Reduced |
| SG Americas Securities, LLC | 3,914 | $146.0K | 0.00% | −1,226−23.9% | Reduced |
| Parvin Asset Management, LLC | 3,960 | $148.0K | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,623 | $172.8K | 0.00% | +3,851+498.8% | Added |
| Virtus ETF Advisers LLC | 3,345 | $174.0K | 0.10% | −555−14.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,802 | $179.5K | 0.00% | +4,802 | New |
| LSV Asset Management | 5,500 | $206.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,011 | $224.7K | 0.03% | −10,653−63.9% | Reduced |
| US Bancorp | 6,088 | $227.6K | 0.00% | −3,628−37.3% | Reduced |
| UniSuper Management Pty Ltd | 4,500 | $234.1K | 0.00% | +4,500 | New |
| Cetera Investment Advisers | 6,591 | $246.4K | 0.00% | +6,591 | New |
| Captrust Financial Advisors | 6,743 | $252.1K | 0.00% | −2,060−23.4% | Reduced |
| Caption Management, LLC | 7,000 | $261.7K | 0.02% | +7,000 | New |
| Private Advisor Group, LLC | 7,170 | $268.0K | 0.00% | +7,170 | New |
| Simplex Trading, LLC | 7,242 | $270.0K | 0.01% | +7,242 | New |
| Farther Finance Advisors, LLC | 7,331 | $274.0K | 0.00% | −1,172−13.8% | Reduced |
| Engineers Gate Manager LP | 7,539 | $281.8K | 0.00% | −3,317−30.6% | Reduced |
| Wolverine Trading, LLC | 7,480 | $282.2K | 0.01% | +7,480 | New |
| AQR Capital Management LLC | 7,781 | $290.9K | 0.00% | +7,781 | New |
| Natixis | 7,959 | $297.5K | 0.00% | +5,553+230.8% | Added |
| Merit Financial Group, LLC | 8,092 | $302.5K | 0.00% | +986+13.9% | Added |
| Cumberland Partners Ltd | 8,500 | $317.6K | 0.02% | +8,500 | New |
| Aristides Capital LLC | 8,559 | $319.9K | 0.09% | −225−2.6% | Reduced |
| Vise Technologies, Inc. | 8,702 | $325.3K | 0.01% | +8,702 | New |
| Generali Asset Management SPA SGR | 6,288 | $327.1K | 0.01% | +3,921+165.7% | Added |
| Marshall Wace, LLP | 8,900 | $332.7K | 0.00% | +8,900 | New |
| Net Worth Advisory Group | 9,453 | $353.2K | 0.10% | +2,031+27.4% | Added |
| Atria Investments LLC | 9,670 | $361.5K | 0.00% | −662−6.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,840 | $367.9K | 0.20% | +9,840 | New |
| Jane Street Group, LLC | 10,525 | $393.4K | 0.00% | +10,525 | New |
| Glenmede Investment Management, LP | 10,590 | $395.9K | 0.00% | +10,590 | New |